Hochman Cole Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Hochman Cole Investment Advisors’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
2017 Q1	–	Sell	-13,830	Closed	-$263K	–	88
2016 Q4	$263K	Buy	13,830 +3,099	+29%	+$57.6K	0.19%	75
2016 Q3	$206K	Sell	10,731 -685	-6%	-$13K	0.15%	81
2016 Q2	$209K	Sell	11,416 -10,111	-47%	-$180K	0.17%	73
2016 Q1	$362K	Buy	21,527 +9,061	+73%	+$144K	0.31%	56
2015 Q4	$202K	Buy	+12,466	New	+$213K	0.17%	74

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

MGAM

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 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

Hochman Cole Investment Advisors's DSL Position: Q1 2017 in Review

Hochman Cole Investment Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2017, closing a stake of 13,830 shares — an estimated $263K sold.

Hochman Cole Investment Advisors first reported a position in DSL in Q4 2015 and held it in 5 quarters. The position peaked at $362K in Q1 2016. 122 funds tracked by Wall St. Rank hold DSL as of Q1 2017.

Hochman Cole Investment Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q1 2017 after selling out during the quarter.
Hochman Cole Investment Advisors sold 13,830 DoubleLine Income Solutions Fund shares in Q1 2017, an estimated $263K.
Hochman Cole Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2015 and held it in 5 quarters.
Hochman Cole Investment Advisors's DoubleLine Income Solutions Fund position peaked at $362K in Q1 2016.
122 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2017.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2017, filed 27 Apr 2017.