Peak Capital Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Peak Capital 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
2018 Q3	–	Sell	-287	Closed	-$6K	–	87
2018 Q2	$6K	Buy	+287	New	+$6.03K	﹤0.01%	148
2018 Q1	–	Sell	-17,712	Closed	-$426K	–	73
2017 Q4	$426K	Hold	17,712	–	–	0.29%	49
2017 Q3	$426K	Sell	17,712 -23,457	-57%	-$577K	0.28%	49
2017 Q2	$1.04M	Buy	+41,169	New	+$1.02M	0.58%	45

Other funds holding DBL

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 1-Year Est. Return

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

Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Peak Capital Management's DBL Position: Q3 2018 in Review

Peak Capital Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2018, closing a stake of 287 shares — an estimated $6K sold.

Peak Capital Management first reported a position in DBL in Q2 2017 and held it in 4 quarters. The position peaked at $1.04M in Q2 2017. 57 funds tracked by Wall St. Rank hold DBL as of Q3 2018.

Peak Capital Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 287 DoubleLine Opportunistic Credit Fund shares in Q3 2018, an estimated $6K.
Peak Capital Management first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2017 and held it in 4 quarters.
Peak Capital Management's DoubleLine Opportunistic Credit Fund position peaked at $1.04M in Q2 2017.
57 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.