LC
DBL

Lindbrook Capital’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Lindbrook Capital’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
2020
Q3 		– Sell
-1,500
Closed -$28K – 1763
2020
Q2 		$28K Hold
1,500
– – 0.01% 504
2020
Q1 		$26K Buy
+1,500
New +$30.1K 0.01% 465

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Lindbrook Capital's DBL Position: Q3 2020 in Review

Lindbrook Capital sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2020, closing a stake of 1,500 shares — an estimated $28K sold.

Lindbrook Capital first reported a position in DBL in Q1 2020 and held it in 2 quarters. The position peaked at $28K in Q2 2020. 63 funds tracked by Wall St. Rank hold DBL as of Q3 2020.

  • Lindbrook Capital reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2020 after selling out during the quarter.
  • Lindbrook Capital sold 1,500 DoubleLine Opportunistic Credit Fund shares in Q3 2020, an estimated $28K.
  • Lindbrook Capital first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2020 and held it in 2 quarters.
  • Lindbrook Capital's DoubleLine Opportunistic Credit Fund position peaked at $28K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2020.

Based on Lindbrook Capital's 13F filing for Q3 2020, filed 3 Nov 2020.