IWP
DBL

IAG Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

IAG Wealth Partners’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
2020
Q1 		– Sell
-4,202
Closed -$87K – 426
2019
Q4 		$87K Buy
+4,202
New +$86.9K 0.06% 74

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IAG Wealth Partners's DBL Position: Q1 2020 in Review

IAG Wealth Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2020, closing a stake of 4,202 shares — an estimated $87K sold.

IAG Wealth Partners first reported a position in DBL in Q4 2019 and held it in 1 quarter. The position peaked at $87K in Q4 2019. 66 funds tracked by Wall St. Rank hold DBL as of Q1 2020.

  • IAG Wealth Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 4,202 DoubleLine Opportunistic Credit Fund shares in Q1 2020, an estimated $87K.
  • IAG Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $87K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.