Moisand Fitzgerald Tamayo’s DoubleLine Income Solutions Fund DSL Stock Holding History

Moisand Fitzgerald Tamayo’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
2019 Q4	–	Sell	-1,000	Closed	-$20K	–	274
2019 Q3	$20K	Hold	1,000	–	–	0.01%	159
2019 Q2	$20K	Hold	1,000	–	–	0.01%	156
2019 Q1	$20K	Hold	1,000	–	–	0.01%	159
2018 Q4	$17K	Hold	1,000	–	–	0.01%	162
2018 Q3	$20K	Hold	1,000	–	–	0.01%	164
2018 Q2	$20K	Hold	1,000	–	–	0.01%	158
2018 Q1	$20K	Hold	1,000	–	–	0.01%	166
2017 Q4	$20K	Hold	1,000	–	–	0.01%	149
2017 Q3	$21K	Buy	+1,000	New	+$20.9K	0.01%	158

Other funds holding DSL

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DSL Position: Q4 2019 in Review

Moisand Fitzgerald Tamayo sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2019, closing a stake of 1,000 shares — an estimated $20K sold.

Moisand Fitzgerald Tamayo first reported a position in DSL in Q3 2017 and held it in 9 quarters. The position peaked at $21K in Q3 2017. 165 funds tracked by Wall St. Rank hold DSL as of Q4 2019.

Moisand Fitzgerald Tamayo reported no remaining DoubleLine Income Solutions Fund position as of Q4 2019 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,000 DoubleLine Income Solutions Fund shares in Q4 2019, an estimated $20K.
Moisand Fitzgerald Tamayo first reported a position in DoubleLine Income Solutions Fund in Q3 2017 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's DoubleLine Income Solutions Fund position peaked at $21K in Q3 2017.
165 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2019.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2019, filed 16 Jan 2020.