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

Harvest Group 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 Q1	–	Sell	-1,250	Closed	-$23K	–	620
2019 Q4	$24K	Sell	1,250 -1,038	-45%	-$20.6K	0.02%	136
2019 Q3	$46K	Buy	2,288 +1	+0%	+$20	0.06%	79
2019 Q2	$45K	Sell	2,287 -1	-0%	-$20	0.06%	76
2019 Q1	$46K	Buy	+2,288	New	+$44.3K	0.04%	93

Other funds holding DSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Harvest Group Wealth Management's DSL Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2020, closing a stake of 1,250 shares — an estimated $23K sold.

Harvest Group Wealth Management first reported a position in DSL in Q1 2019 and held it in 4 quarters. The position peaked at $46K in Q3 2019. 161 funds tracked by Wall St. Rank hold DSL as of Q1 2020.

Harvest Group Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 1,250 DoubleLine Income Solutions Fund shares in Q1 2020, an estimated $23K.
Harvest Group Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's DoubleLine Income Solutions Fund position peaked at $46K in Q3 2019.
161 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.