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

IPG 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
2020 Q3	–	Sell	-10,458	Closed	-$161K	–	159
2020 Q2	$161K	Sell	10,458 -2,500	-19%	-$34.6K	0.05%	117
2020 Q1	$173K	Buy	12,958 +500	+4%	+$9.19K	0.07%	115
2019 Q4	$246K	Buy	+12,458	New	+$247K	0.08%	113
2018 Q4	–	Sell	-15,008	Closed	-$303K	–	154
2018 Q3	$303K	Hold	15,008	–	–	0.1%	125
2018 Q2	$300K	Hold	15,008	–	–	0.1%	112
2018 Q1	$301K	Hold	15,008	–	–	0.1%	109
2017 Q4	$303K	Sell	15,008 -2,029	-12%	-$41.8K	0.13%	97
2017 Q3	$362K	Buy	17,037 +1,000	+6%	+$20.9K	0.12%	87
2017 Q2	$331K	Buy	16,037 +4,029	+34%	+$83K	0.13%	81
2017 Q1	$241K	Buy	+12,008	New	+$238K	0.11%	106

Other funds holding DSL

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IPG Investment Advisors's DSL Position: Q3 2020 in Review

IPG Investment Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2020, closing a stake of 10,458 shares — an estimated $161K sold.

IPG Investment Advisors first reported a position in DSL in Q1 2017 and held it in 10 quarters. The position peaked at $362K in Q3 2017. 143 funds tracked by Wall St. Rank hold DSL as of Q3 2020.

IPG Investment Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2020 after selling out during the quarter.
IPG Investment Advisors sold 10,458 DoubleLine Income Solutions Fund shares in Q3 2020, an estimated $161K.
IPG Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2017 and held it in 10 quarters.
IPG Investment Advisors's DoubleLine Income Solutions Fund position peaked at $362K in Q3 2017.
143 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2020.

Based on IPG Investment Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.