PFA
DSL

Paradigm Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Paradigm Financial 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
2014
Q2 		– Sell
-900
Closed -$19K – 108
2014
Q1 		$19K Buy
+900
New +$19K 0.02% 168

Other funds holding DSL

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U
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Bank of America
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Paradigm Financial Advisors's DSL Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2014, closing a stake of 900 shares — an estimated $19K sold.

Paradigm Financial Advisors first reported a position in DSL in Q1 2014 and held it in 1 quarter. The position peaked at $19K in Q1 2014. 80 funds tracked by Wall St. Rank hold DSL as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 900 DoubleLine Income Solutions Fund shares in Q2 2014, an estimated $19K.
  • Paradigm Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q1 2014 and held it in 1 quarter.
  • Paradigm Financial Advisors's DoubleLine Income Solutions Fund position peaked at $19K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.