EWM
DSL

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

EPG 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
2020
Q2 		– Sell
-3,730
Closed -$50K – 292
2020
Q1 		$50K Buy
3,730
+2,408
+182% +$44.2K 0.04% 280
2019
Q4 		$26K Buy
+1,322
New +$26.2K 0.02% 307

Other funds holding DSL

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EPG Wealth Management's DSL Position: Q2 2020 in Review

EPG Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2020, closing a stake of 3,730 shares — an estimated $50K sold.

EPG Wealth Management first reported a position in DSL in Q4 2019 and held it in 2 quarters. The position peaked at $50K in Q1 2020. 146 funds tracked by Wall St. Rank hold DSL as of Q2 2020.

  • EPG Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 3,730 DoubleLine Income Solutions Fund shares in Q2 2020, an estimated $50K.
  • EPG Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's DoubleLine Income Solutions Fund position peaked at $50K in Q1 2020.
  • 146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.