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

Doyle 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
2019 Q3	–	Sell	-2,208	Closed	-$44K	–	333
2019 Q2	$44K	Buy	+2,208	New	+$44.5K	0.01%	384
2019 Q1	–	Sell	-2,111	Closed	-$37K	–	324
2018 Q4	$37K	Buy	+2,111	New	+$39.2K	0.01%	415

Other funds holding DSL

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doyle Wealth Management's DSL Position: Q3 2019 in Review

Doyle Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2019, closing a stake of 2,208 shares — an estimated $44K sold.

Doyle Wealth Management first reported a position in DSL in Q4 2018 and held it in 2 quarters. The position peaked at $44K in Q2 2019. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2019.

Doyle Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 2,208 DoubleLine Income Solutions Fund shares in Q3 2019, an estimated $44K.
Doyle Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's DoubleLine Income Solutions Fund position peaked at $44K in Q2 2019.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.