LWA
DSL

Lenox Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Lenox Wealth 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
Q4 		– Sell
-101
Closed -$2K – 625
2020
Q3 		$2K Buy
+101
New +$1.62K ﹤0.01% 510

Other funds holding DSL

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Advisors's DSL Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2020, closing a stake of 101 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DSL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 101 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $2K in Q3 2020.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.