FWM
DBL

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

Filbrandt 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
2020
Q2 		– Sell
-30
Closed -$1K – 389
2020
Q1 		$1K Buy
+30
New +$602 ﹤0.01% 204

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Filbrandt Wealth Management's DBL Position: Q2 2020 in Review

Filbrandt Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in DBL in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 64 funds tracked by Wall St. Rank hold DBL as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 30 DoubleLine Opportunistic Credit Fund shares in Q2 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $1K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2020.

Based on Filbrandt Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.