Cabot Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$371K Sell
2015
Q3
$596K Sell
2015
Q2
$712K Sell
2015
Q1
$780K Sell
2014
Q4
$796K Sell
2014
Q3
$779K Buy
2014
Q2
$778K Buy
2014
Q1
$696K Buy
2013
Q4
$414K Buy
2013
Q3
Sell
2013
Q2
$511K Buy