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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 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.