Pinnacle Advisory Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Pinnacle Advisory Group’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 Q3	–	Sell	-13,685	Closed	-$273K	–	161
2019 Q2	$273K	Buy	13,685 +1,055	+8%	+$21.3K	0.02%	144
2019 Q1	$252K	Buy	12,630 +315	+3%	+$6.1K	0.02%	145
2018 Q4	$213K	Sell	12,315 -18,530	-60%	-$344K	0.02%	145
2018 Q3	$623K	Sell	30,845 -8,025	-21%	-$162K	0.04%	99
2018 Q2	$777K	Sell	38,870 -2,190	-5%	-$44.2K	0.05%	79
2018 Q1	$824K	Sell	41,060 -11,080	-21%	-$223K	0.05%	90
2017 Q4	$1.05M	Buy	52,140 +965	+2%	+$19.9K	0.06%	84
2017 Q3	$1.09M	Sell	51,175 -233	-0.5%	-$4.87K	0.07%	68
2017 Q2	$1.06M	Buy	51,408 +12,948	+34%	+$267K	0.07%	70
2017 Q1	$772K	Buy	+38,460	New	+$761K	0.05%	84

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

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

Pinnacle Advisory Group's DSL Position: Q3 2019 in Review

Pinnacle Advisory Group sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2019, closing a stake of 13,685 shares — an estimated $273K sold.

Pinnacle Advisory Group first reported a position in DSL in Q1 2017 and held it in 10 quarters. The position peaked at $1.09M in Q3 2017. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2019.

Pinnacle Advisory Group reported no remaining DoubleLine Income Solutions Fund position as of Q3 2019 after selling out during the quarter.
Pinnacle Advisory Group sold 13,685 DoubleLine Income Solutions Fund shares in Q3 2019, an estimated $273K.
Pinnacle Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q1 2017 and held it in 10 quarters.
Pinnacle Advisory Group's DoubleLine Income Solutions Fund position peaked at $1.09M in Q3 2017.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2019.

Based on Pinnacle Advisory Group's 13F filing for Q3 2019, filed 17 Oct 2019.