IHL
DBL

Investment House LLC’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Investment House LLC’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
2017
Q2 		– Sell
-11,325
Closed -$270K – 195
2017
Q1 		$270K Hold
11,325
– – 0.04% 176
2016
Q4 		$262K Buy
+11,325
New +$270K 0.04% 170
2016
Q2 		– Sell
-10,545
Closed -$280K – 183
2016
Q1 		$280K Buy
+10,545
New +$272K 0.04% 163

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Investment House LLC's DBL Position: Q2 2017 in Review

Investment House LLC sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2017, closing a stake of 11,325 shares — an estimated $270K sold.

Investment House LLC first reported a position in DBL in Q1 2016 and held it in 3 quarters. The position peaked at $280K in Q1 2016. 67 funds tracked by Wall St. Rank hold DBL as of Q2 2017.

  • Investment House LLC reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2017 after selling out during the quarter.
  • Investment House LLC sold 11,325 DoubleLine Opportunistic Credit Fund shares in Q2 2017, an estimated $270K.
  • Investment House LLC first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2016 and held it in 3 quarters.
  • Investment House LLC's DoubleLine Opportunistic Credit Fund position peaked at $280K in Q1 2016.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2017.

Based on Investment House LLC's 13F filing for Q2 2017, filed 21 Jul 2017.