IWP
DSL

IAG Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

IAG Wealth Partners’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
-4,598
Closed -$91K – 429
2019
Q4 		$91K Buy
+4,598
New +$91.2K 0.06% 70

Other funds holding DSL

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MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

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

IAG Wealth Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2020, closing a stake of 4,598 shares — an estimated $91K sold.

IAG Wealth Partners first reported a position in DSL in Q4 2019 and held it in 1 quarter. The position peaked at $91K in Q4 2019. 161 funds tracked by Wall St. Rank hold DSL as of Q1 2020.

  • IAG Wealth Partners reported no remaining DoubleLine Income Solutions Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 4,598 DoubleLine Income Solutions Fund shares in Q1 2020, an estimated $91K.
  • IAG Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's DoubleLine Income Solutions Fund position peaked at $91K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2020.

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