FMII
DSL

Farmers & Merchants Investments Inc’s DoubleLine Income Solutions Fund DSL Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-1,380
Closed -$27K – 851
2019
Q3 		$27K Buy
+1,380
New +$27.6K ﹤0.01% 387
2015
Q2 		– Sell
-300
Closed -$6K – 749
2015
Q1 		$6K Hold
300
– – ﹤0.01% 603
2014
Q4 		$6K Hold
300
– – ﹤0.01% 578
2014
Q3 		$6K Hold
300
– – ﹤0.01% 593
2014
Q2 		$7K Hold
300
– – ﹤0.01% 554
2014
Q1 		$6K Hold
300
– – ﹤0.01% 572
2013
Q4 		$6K Buy
+300
New +$6.2K ﹤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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Farmers & Merchants Investments Inc's DSL Position: Q4 2019 in Review

Farmers & Merchants Investments Inc sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2019, closing a stake of 1,380 shares — an estimated $27K sold.

Farmers & Merchants Investments Inc first reported a position in DSL in Q4 2013 and held it in 7 quarters. The position peaked at $27K in Q3 2019. 165 funds tracked by Wall St. Rank hold DSL as of Q4 2019.

  • Farmers & Merchants Investments Inc reported no remaining DoubleLine Income Solutions Fund position as of Q4 2019 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,380 DoubleLine Income Solutions Fund shares in Q4 2019, an estimated $27K.
  • Farmers & Merchants Investments Inc first reported a position in DoubleLine Income Solutions Fund in Q4 2013 and held it in 7 quarters.
  • Farmers & Merchants Investments Inc's DoubleLine Income Solutions Fund position peaked at $27K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2019.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2019, filed 21 Jan 2020.