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

Evercore 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
2016 Q4	–	Sell	-3,500	Closed	-$67K	–	1035
2016 Q3	$67K	Buy	+3,500	New	+$66.6K	﹤0.01%	547

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Evercore Wealth Management's DSL Position: Q4 2016 in Review

Evercore Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2016, closing a stake of 3,500 shares — an estimated $67K sold.

Evercore Wealth Management first reported a position in DSL in Q3 2016 and held it in 1 quarter. The position peaked at $67K in Q3 2016. 127 funds tracked by Wall St. Rank hold DSL as of Q4 2016.

Evercore Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 3,500 DoubleLine Income Solutions Fund shares in Q4 2016, an estimated $67K.
Evercore Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q3 2016 and held it in 1 quarter.
Evercore Wealth Management's DoubleLine Income Solutions Fund position peaked at $67K in Q3 2016.
127 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.