FWM
DSL

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

Filbrandt 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
2020
Q2 		– Sell
-50
Closed -$1K – 392
2020
Q1 		$1K Buy
+50
New +$918 ﹤0.01% 206

Other funds holding DSL

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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Filbrandt Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in DSL in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 146 funds tracked by Wall St. Rank hold DSL as of Q2 2020.

  • Filbrandt Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 50 DoubleLine Income Solutions Fund shares in Q2 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's DoubleLine Income Solutions Fund position peaked at $1K in Q1 2020.
  • 146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2020.

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