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

IHT 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 Q4	–	Sell	-7,683	Closed	-$235K	–	749
2020 Q3	$235K	Buy	+7,683	New	+$123K	0.02%	563
2020 Q1	–	Sell	-10,683	Closed	-$211K	–	577
2019 Q4	$211K	Hold	10,683	–	–	0.03%	547
2019 Q3	$213K	Sell	10,683 -1,082	-9%	-$21.6K	0.03%	532
2019 Q2	$235K	Sell	11,765 -2,706	-19%	-$54.6K	0.03%	458
2019 Q1	$288K	Buy	14,471 +18	+0.1%	+$349	0.05%	371
2018 Q4	$250K	Buy	+14,453	New	+$269K	0.05%	375
2018 Q2	–	Sell	-356	Closed	-$7K	–	657
2018 Q1	$7K	Hold	356	–	–	﹤0.01%	1262
2017 Q4	$7K	Sell	356 -304	-46%	-$6.26K	﹤0.01%	1264
2017 Q3	$14K	Buy	660 +304	+85%	+$6.35K	0.01%	866
2017 Q2	$6	Hold	356	–	–	﹤0.01%	1059
2017 Q1	$7K	Hold	356	–	–	﹤0.01%	904
2016 Q4	$7K	Buy	+356	New	+$6.61K	0.01%	863

Other funds holding DSL

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

MGAM

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's DSL Position: Q4 2020 in Review

IHT Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2020, closing a stake of 7,683 shares — an estimated $235K sold.

IHT Wealth Management first reported a position in DSL in Q4 2016 and held it in 12 quarters. The position peaked at $288K in Q1 2019. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

IHT Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2020 after selling out during the quarter.
IHT Wealth Management sold 7,683 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $235K.
IHT Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2016 and held it in 12 quarters.
IHT Wealth Management's DoubleLine Income Solutions Fund position peaked at $288K in Q1 2019.
163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on IHT Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.