Cedar Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Cedar Wealth 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
2021 Q1	–	Sell	-700	Closed	-$12K	–	244
2020 Q4	$12K	Hold	700	–	–	0.01%	190
2020 Q3	$11K	Hold	700	–	–	0.01%	188
2020 Q2	$11K	Sell	700 -1,130	-62%	-$15.7K	0.01%	186
2020 Q1	$24K	Buy	+1,830	New	+$33.6K	0.02%	151

Other funds holding DSL

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cedar Wealth Management's DSL Position: Q1 2021 in Review

Cedar Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2021, closing a stake of 700 shares — an estimated $12K sold.

Cedar Wealth Management first reported a position in DSL in Q1 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2020. 151 funds tracked by Wall St. Rank hold DSL as of Q1 2021.

Cedar Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2021 after selling out during the quarter.
Cedar Wealth Management sold 700 DoubleLine Income Solutions Fund shares in Q1 2021, an estimated $12K.
Cedar Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and held it in 4 quarters.
Cedar Wealth Management's DoubleLine Income Solutions Fund position peaked at $24K in Q1 2020.
151 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2021.

Based on Cedar Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.