GBBWRPM
DBL

Genovese Burford & Brothers Wealth & Retirement Plan Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-112
Closed -$2K – 296
2017
Q3 		$2K Buy
+112
New +$2.75K ﹤0.01% 376

Other funds holding DBL

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HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DBL Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2017, closing a stake of 112 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DBL in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 71 funds tracked by Wall St. Rank hold DBL as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 112 DoubleLine Opportunistic Credit Fund shares in Q4 2017, an estimated $2K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's DoubleLine Opportunistic Credit Fund position peaked at $2K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.