Bruderman Asset Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Bruderman Asset Management’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,302	Closed	-$46K	–	223
2019 Q1	$46K	Hold	2,302	–	–	0.01%	277
2018 Q4	$40K	Hold	2,302	–	–	0.01%	262
2018 Q3	$47K	Hold	2,302	–	–	0.01%	195
2018 Q2	$46K	Hold	2,302	–	–	0.01%	204
2018 Q1	$46K	Buy	+2,302	New	+$46.3K	0.01%	207
2017 Q3	–	Sell	-2,302	Closed	-$48K	–	172
2017 Q2	$48K	Buy	+2,302	New	+$47.4K	0.01%	210

Other funds holding DSL

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bruderman Asset Management's DSL Position: Q2 2019 in Review

Bruderman Asset Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2019, closing a stake of 2,302 shares — an estimated $46K sold.

Bruderman Asset Management first reported a position in DSL in Q2 2017 and held it in 6 quarters. The position peaked at $48K in Q2 2017. 145 funds tracked by Wall St. Rank hold DSL as of Q2 2019.

Bruderman Asset Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,302 DoubleLine Income Solutions Fund shares in Q2 2019, an estimated $46K.
Bruderman Asset Management first reported a position in DoubleLine Income Solutions Fund in Q2 2017 and held it in 6 quarters.
Bruderman Asset Management's DoubleLine Income Solutions Fund position peaked at $48K in Q2 2017.
145 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.