EWM
DSL

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

Executive 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
-500
Closed -$10K – 309
2019
Q2 		$10K Hold
500
– – ﹤0.01% 608
2019
Q1 		$10K Hold
500
– – ﹤0.01% 548
2018
Q4 		$9K Buy
+500
New +$9.3K ﹤0.01% 578

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Executive Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2019, closing a stake of 500 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in DSL in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2019.

  • Executive Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 500 DoubleLine Income Solutions Fund shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's DoubleLine Income Solutions Fund position peaked at $10K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2019.

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