MWM
DSL

Merriman Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Merriman Wealth Management’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
2014
Q1 		– Sell
-20,000
Closed -$422K – 45
2013
Q4 		$422K Buy
+20,000
New +$413K 0.18% 55

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Merriman Wealth Management's DSL Position: Q1 2014 in Review

Merriman Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2014, closing a stake of 20,000 shares — an estimated $422K sold.

Merriman Wealth Management first reported a position in DSL in Q4 2013 and held it in 1 quarter. The position peaked at $422K in Q4 2013. 69 funds tracked by Wall St. Rank hold DSL as of Q1 2014.

  • Merriman Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 20,000 DoubleLine Income Solutions Fund shares in Q1 2014, an estimated $422K.
  • Merriman Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's DoubleLine Income Solutions Fund position peaked at $422K in Q4 2013.
  • 69 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.