MIM
DBL

Macroview Investment Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Macroview Investment Management’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
Q4 		– Sell
-175
Closed -$4K – 215
2014
Q3 		$4K Sell
175
-400
-70% -$9.29K 0.01% 114
2014
Q2 		$14K Hold
575
– – 0.02% 73
2014
Q1 		$13K Hold
575
– – 0.02% 93
2013
Q4 		$13K Hold
575
– – 0.02% 89
2013
Q3 		$13K Buy
+575
New +$13.4K 0.02% 84

Other funds holding DBL

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Macroview Investment Management's DBL Position: Q4 2014 in Review

Macroview Investment Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2014, closing a stake of 175 shares — an estimated $4K sold.

Macroview Investment Management first reported a position in DBL in Q3 2013 and held it in 5 quarters. The position peaked at $14K in Q2 2014. 47 funds tracked by Wall St. Rank hold DBL as of Q4 2014.

  • Macroview Investment Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2014 after selling out during the quarter.
  • Macroview Investment Management sold 175 DoubleLine Opportunistic Credit Fund shares in Q4 2014, an estimated $4K.
  • Macroview Investment Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2013 and held it in 5 quarters.
  • Macroview Investment Management's DoubleLine Opportunistic Credit Fund position peaked at $14K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2014.

Based on Macroview Investment Management's 13F filing for Q4 2014, filed 26 Jan 2015.