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 $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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.