CWM
DBL

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

Concert Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,739
Closed -$225K – 540
2016
Q3 		$225K Buy
+8,739
New +$234K 0.03% 597

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Concert Wealth Management's DBL Position: Q4 2016 in Review

Concert Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2016, closing a stake of 8,739 shares — an estimated $225K sold.

Concert Wealth Management first reported a position in DBL in Q3 2016 and held it in 1 quarter. The position peaked at $225K in Q3 2016. 69 funds tracked by Wall St. Rank hold DBL as of Q4 2016.

  • Concert Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 8,739 DoubleLine Opportunistic Credit Fund shares in Q4 2016, an estimated $225K.
  • Concert Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $225K in Q3 2016.
  • 69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.