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 $1.66T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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. 144 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.
144 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.