GWM
DBL

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

Gupta 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
2016
Q1 		– Sell
-410
Closed -$10K – 1168
2015
Q4 		$10K Buy
+410
New +$10.3K ﹤0.01% 878

Other funds holding DBL

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gupta Wealth Management's DBL Position: Q1 2016 in Review

Gupta Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2016, closing a stake of 410 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in DBL in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 64 funds tracked by Wall St. Rank hold DBL as of Q1 2016.

  • Gupta Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 410 DoubleLine Opportunistic Credit Fund shares in Q1 2016, an estimated $10K.
  • Gupta Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $10K in Q4 2015.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.