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Peddock Capital Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Peddock Capital 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
2017
Q1 		– Sell
-951
Closed -$18K – 239
2016
Q4 		$18K Hold
951
– – 0.01% 181
2016
Q3 		$18K Buy
+951
New +$18.1K 0.01% 195

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MGAM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Peddock Capital Advisors's DSL Position: Q1 2017 in Review

Peddock Capital Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2017, closing a stake of 951 shares — an estimated $18K sold.

Peddock Capital Advisors first reported a position in DSL in Q3 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 122 funds tracked by Wall St. Rank hold DSL as of Q1 2017.

  • Peddock Capital Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q1 2017 after selling out during the quarter.
  • Peddock Capital Advisors sold 951 DoubleLine Income Solutions Fund shares in Q1 2017, an estimated $18K.
  • Peddock Capital Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2016 and held it in 2 quarters.
  • Peddock Capital Advisors's DoubleLine Income Solutions Fund position peaked at $18K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2017.

Based on Peddock Capital Advisors's 13F filing for Q1 2017, filed 5 May 2017.