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

Edge 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
2015
Q4 		– Sell
-2,000
Closed -$35K – 468
2015
Q3 		$35K Hold
2,000
– – 0.01% 205
2015
Q2 		$39K Buy
+2,000
New +$40.5K 0.01% 203

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Edge Wealth Management's DSL Position: Q4 2015 in Review

Edge Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2015, closing a stake of 2,000 shares — an estimated $35K sold.

Edge Wealth Management first reported a position in DSL in Q2 2015 and held it in 2 quarters. The position peaked at $39K in Q2 2015. 116 funds tracked by Wall St. Rank hold DSL as of Q4 2015.

  • Edge Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2015 after selling out during the quarter.
  • Edge Wealth Management sold 2,000 DoubleLine Income Solutions Fund shares in Q4 2015, an estimated $35K.
  • Edge Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q2 2015 and held it in 2 quarters.
  • Edge Wealth Management's DoubleLine Income Solutions Fund position peaked at $39K in Q2 2015.
  • 116 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2015.

Based on Edge Wealth Management's 13F filing for Q4 2015, filed 11 Jan 2016.