JIP
DBL

Jaffetilchin Investment Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Jaffetilchin Investment Partners’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
2014
Q1 		– Sell
-67,946
Closed -$1.52M – 195
2013
Q4 		$1.52M Buy
67,946
+26,243
+63% +$600K 0.75% 29
2013
Q3 		$954K Sell
41,703
-48,514
-54% -$1.13M 0.56% 43
2013
Q2 		$2.26M Buy
+90,217
New +$2.4M 1.56% 15

Other funds holding DBL

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Jaffetilchin Investment Partners's DBL Position: Q1 2014 in Review

Jaffetilchin Investment Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2014, closing a stake of 67,946 shares — an estimated $1.52M sold.

Jaffetilchin Investment Partners first reported a position in DBL in Q2 2013 and held it in 3 quarters. The position peaked at $2.26M in Q2 2013. 51 funds tracked by Wall St. Rank hold DBL as of Q1 2014.

  • Jaffetilchin Investment Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2014 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 67,946 DoubleLine Opportunistic Credit Fund shares in Q1 2014, an estimated $1.52M.
  • Jaffetilchin Investment Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's DoubleLine Opportunistic Credit Fund position peaked at $2.26M in Q2 2013.
  • 51 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2014.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2014, filed 7 May 2014.