Ironwood Financial’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-334	Closed	-$7K	–	206
2021 Q3	$7K	Hold	334	–	–	﹤0.01%	399
2021 Q2	$7K	Sell	334 -166	-33%	-$3.28K	﹤0.01%	398
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	336
2020 Q4	$10K	Hold	500	–	–	﹤0.01%	314
2020 Q3	$10K	Hold	500	–	–	0.01%	259
2020 Q2	$9K	Hold	500	–	–	﹤0.01%	250
2020 Q1	$9K	Hold	500	–	–	0.01%	215
2019 Q4	$10K	Hold	500	–	–	﹤0.01%	259
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	259
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	257
2019 Q1	$10K	Hold	500	–	–	0.01%	254
2018 Q4	$9K	Hold	500	–	–	0.01%	245
2018 Q3	$10K	Hold	500	–	–	0.01%	253
2018 Q2	$10K	Hold	500	–	–	0.01%	188
2018 Q1	$11K	Hold	500	–	–	0.01%	163
2017 Q4	$11K	Hold	500	–	–	0.01%	171
2017 Q3	$12K	Hold	500	–	–	0.01%	166
2017 Q2	$13K	Hold	500	–	–	0.01%	160
2017 Q1	$12K	Hold	500	–	–	0.01%	158
2016 Q4	$12K	Hold	500	–	–	0.01%	158
2016 Q3	$13K	Hold	500	–	–	0.01%	157
2016 Q2	$13K	Hold	500	–	–	0.01%	156
2016 Q1	$13K	Buy	+500	New	+$12.9K	0.01%	159
2015 Q3	$12K	Hold	500	–	–	0.01%	198
2015 Q2	$12K	Hold	500	–	–	0.01%	194
2015 Q1	$12K	Buy	+500	New	+$12.7K	0.01%	194

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Ironwood Financial's DBL Position: Q4 2021 in Review

Ironwood Financial sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2021, closing a stake of 334 shares — an estimated $7K sold.

Ironwood Financial first reported a position in DBL in Q1 2015 and held it in 26 quarters. The position peaked at $13K in Q2 2017. 69 funds tracked by Wall St. Rank hold DBL as of Q4 2021.

Ironwood Financial reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 334 DoubleLine Opportunistic Credit Fund shares in Q4 2021, an estimated $7K.
Ironwood Financial first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2015 and held it in 26 quarters.
Ironwood Financial's DoubleLine Opportunistic Credit Fund position peaked at $13K in Q2 2017.
69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.