CWM
DSL

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

Concert 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
2017
Q3 		– Sell
-11,000
Closed -$227K – 54
2017
Q2 		$227K Buy
+11,000
New +$227K 0.22% 131

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Concert Wealth Management's DSL Position: Q3 2017 in Review

Concert Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2017, closing a stake of 11,000 shares — an estimated $227K sold.

Concert Wealth Management first reported a position in DSL in Q2 2017 and held it in 1 quarter. The position peaked at $227K in Q2 2017. 123 funds tracked by Wall St. Rank hold DSL as of Q3 2017.

  • Concert Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 11,000 DoubleLine Income Solutions Fund shares in Q3 2017, an estimated $227K.
  • Concert Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q2 2017 and held it in 1 quarter.
  • Concert Wealth Management's DoubleLine Income Solutions Fund position peaked at $227K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.