KCPG
DSL

Kavar Capital Partners Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Kavar Capital Partners Group’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
2018
Q3 		– Sell
-6,500
Closed -$130K – 175
2018
Q2 		$130K Hold
6,500
– – 0.07% 129
2018
Q1 		$131K Buy
+6,500
New +$131K 0.07% 129

Other funds holding DSL

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MGAM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Kavar Capital Partners Group's DSL Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2018, closing a stake of 6,500 shares — an estimated $130K sold.

Kavar Capital Partners Group first reported a position in DSL in Q1 2018 and held it in 2 quarters. The position peaked at $131K in Q1 2018. 128 funds tracked by Wall St. Rank hold DSL as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining DoubleLine Income Solutions Fund position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 6,500 DoubleLine Income Solutions Fund shares in Q3 2018, an estimated $130K.
  • Kavar Capital Partners Group first reported a position in DoubleLine Income Solutions Fund in Q1 2018 and held it in 2 quarters.
  • Kavar Capital Partners Group's DoubleLine Income Solutions Fund position peaked at $131K in Q1 2018.
  • 128 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.