Pinnacle Financial Partners (Tennessee)’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2023 Q2	–	Sell	-378	Closed	-$5.36K	–	562
2023 Q1	$5.36K	Hold	378	–	–	﹤0.01%	507
2022 Q4	$5.61K	Hold	378	–	–	﹤0.01%	494
2022 Q3	$5K	Hold	378	–	–	﹤0.01%	488
2022 Q2	$6K	Hold	378	–	–	﹤0.01%	412
2022 Q1	$6K	Hold	378	–	–	﹤0.01%	423
2021 Q4	$7K	Hold	378	–	–	﹤0.01%	458
2021 Q3	$7K	Hold	378	–	–	﹤0.01%	458
2021 Q2	$8K	Hold	378	–	–	﹤0.01%	454
2021 Q1	$7K	Hold	378	–	–	﹤0.01%	410
2020 Q4	$7K	Hold	378	–	–	﹤0.01%	418
2020 Q3	$7K	Hold	378	–	–	﹤0.01%	412
2020 Q2	$7K	Hold	378	–	–	﹤0.01%	398
2020 Q1	$6K	Hold	378	–	–	﹤0.01%	402
2019 Q4	$8K	Buy	+378	New	+$7.82K	﹤0.01%	430
2019 Q2	–	Sell	-378	Closed	-$8K	–	380
2019 Q1	$8K	Buy	+378	New	+$7.42K	﹤0.01%	403
2018 Q4	–	Sell	-378	Closed	-$8K	–	339
2018 Q3	$8K	Hold	378	–	–	﹤0.01%	409
2018 Q2	$8K	Hold	378	–	–	﹤0.01%	379
2018 Q1	$8K	Buy	+378	New	+$8.19K	﹤0.01%	384
2016 Q4	–	Sell	-378	Closed	-$10K	–	243
2016 Q3	$10K	Hold	378	–	–	﹤0.01%	281
2016 Q2	$10K	Hold	378	–	–	﹤0.01%	270
2016 Q1	$10K	Buy	+378	New	+$9.75K	﹤0.01%	245
2015 Q4	–	Sell	-378	Closed	-$9K	–	246
2015 Q3	$9K	Hold	378	–	–	﹤0.01%	231
2015 Q2	$9K	Hold	378	–	–	﹤0.01%	228
2015 Q1	$9K	Hold	378	–	–	﹤0.01%	223
2014 Q4	$9K	Hold	378	–	–	﹤0.01%	214
2014 Q3	$9K	Hold	378	–	–	﹤0.01%	197
2014 Q2	$9K	Buy	+378	New	+$8.85K	﹤0.01%	190

Other funds holding DBL

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DBL Position: Q2 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2023, closing a stake of 378 shares — an estimated $5.36K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DBL in Q2 2014 and held it in 27 quarters. The position peaked at $10K in Q3 2016. 62 funds tracked by Wall St. Rank hold DBL as of Q2 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 378 DoubleLine Opportunistic Credit Fund shares in Q2 2023, an estimated $5.36K.
Pinnacle Financial Partners (Tennessee) first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 27 quarters.
Pinnacle Financial Partners (Tennessee)'s DoubleLine Opportunistic Credit Fund position peaked at $10K in Q3 2016.
62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2023, filed 7 Aug 2023.