EWM
DBL

Executive Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Executive Wealth Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-402
Closed -$8K – 287
2019
Q2 		$8K Buy
402
+2
+0.5% +$41 ﹤0.01% 650
2019
Q1 		$8K Hold
400
– – ﹤0.01% 586
2018
Q4 		$8K Buy
+400
New +$7.75K ﹤0.01% 603

Other funds holding DBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Executive Wealth Management's DBL Position: Q3 2019 in Review

Executive Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2019, closing a stake of 402 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in DBL in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 69 funds tracked by Wall St. Rank hold DBL as of Q3 2019.

  • Executive Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 402 DoubleLine Opportunistic Credit Fund shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $8K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.