FEG
DSL

Financial Enhancement Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Financial Enhancement Group’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
-3
Closed – – 269
2019
Q3 		$0 Hold
3
– – ﹤0.01% 278
2019
Q2 		$0 Hold
3
– – ﹤0.01% 288
2019
Q1 		$0 Hold
3
– – ﹤0.01% 299
2018
Q4 		$0 Hold
3
– – ﹤0.01% 249
2018
Q3 		$0 Hold
3
– – ﹤0.01% 251
2018
Q2 		$0 Hold
3
– – ﹤0.01% 251
2018
Q1 		$0 Buy
+3
New +$60 ﹤0.01% 249
2016
Q1 		– Sell
-62,613
Closed -$1.02M – 45
2015
Q4 		$1.02M Sell
62,613
-38,648
-38% -$661K 0.62% 30
2015
Q3 		$1.75M Sell
101,261
-969
-0.9% -$18.2K 1.15% 24
2015
Q2 		$2.02M Buy
+102,230
New +$2.07M 1.27% 24

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 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