KF
DBL

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

Krilogy 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
2018
Q4 		– Sell
-4,300
Closed -$88K – 251
2018
Q3 		$88K Buy
+4,300
New +$89.8K 0.02% 238

Other funds holding DBL

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Krilogy Financial's DBL Position: Q4 2018 in Review

Krilogy Financial sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2018, closing a stake of 4,300 shares — an estimated $88K sold.

Krilogy Financial first reported a position in DBL in Q3 2018 and held it in 1 quarter. The position peaked at $88K in Q3 2018. 64 funds tracked by Wall St. Rank hold DBL as of Q4 2018.

  • Krilogy Financial reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 4,300 DoubleLine Opportunistic Credit Fund shares in Q4 2018, an estimated $88K.
  • Krilogy Financial first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2018 and held it in 1 quarter.
  • Krilogy Financial's DoubleLine Opportunistic Credit Fund position peaked at $88K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.