Carroll Financial Associates’s DoubleLine Income Solutions Fund DSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
– Sell
-320
Closed -$5K – 1137
2015
Q4
$5K Hold
320
– – ﹤0.01% 857
2015
Q3
$5K Hold
320
– – ﹤0.01% 843
2015
Q2
$6K Buy
+320
New +$6.49K ﹤0.01% 810

Other funds holding DSL

Carroll Financial Associates's DSL Position: Q1 2016 in Review

Carroll Financial Associates sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2016, closing a stake of 320 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in DSL in Q2 2015 and held it in 3 quarters. The position peaked at $6K in Q2 2015. 99 funds tracked by Wall St. Rank hold DSL as of Q1 2016.

  • Carroll Financial Associates reported no remaining DoubleLine Income Solutions Fund position as of Q1 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 320 DoubleLine Income Solutions Fund shares in Q1 2016, an estimated $5K.
  • Carroll Financial Associates first reported a position in DoubleLine Income Solutions Fund in Q2 2015 and held it in 3 quarters.
  • Carroll Financial Associates's DoubleLine Income Solutions Fund position peaked at $6K in Q2 2015.
  • 99 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2016.

Based on Carroll Financial Associates's 13F filing for Q1 2016, filed 20 Apr 2016.