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

Gupta 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
2016 Q1	–	Sell	-415	Closed	-$7K	–	1174
2015 Q4	$7K	Sell	415 -11,600	-97%	-$198K	﹤0.01%	955
2015 Q3	$208K	Buy	+12,015	New	+$226K	0.05%	242
2015 Q2	–	Sell	-2,055	Closed	-$41K	–	1272
2015 Q1	$41K	Buy	+2,055	New	+$41.1K	0.01%	437

Other funds holding DSL

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Gupta Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2016, closing a stake of 415 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in DSL in Q1 2015 and held it in 3 quarters. The position peaked at $208K in Q3 2015. 99 funds tracked by Wall St. Rank hold DSL as of Q1 2016.

Gupta Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 415 DoubleLine Income Solutions Fund shares in Q1 2016, an estimated $7K.
Gupta Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's DoubleLine Income Solutions Fund position peaked at $208K in Q3 2015.
99 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2016.

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