PSI
DBL

Pinnacle Summer Investments’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Pinnacle Summer Investments’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
2014
Q4 		– Sell
-6,300
Closed -$149K – 1027
2014
Q3 		$149K Buy
6,300
+4,300
+215% +$99.8K 0.02% 361
2014
Q2 		$46K Buy
+2,000
New +$46.8K 0.01% 520

Other funds holding DBL

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Summer Investments's DBL Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2014, closing a stake of 6,300 shares — an estimated $149K sold.

Pinnacle Summer Investments first reported a position in DBL in Q2 2014 and held it in 2 quarters. The position peaked at $149K in Q3 2014. 47 funds tracked by Wall St. Rank hold DBL as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 6,300 DoubleLine Opportunistic Credit Fund shares in Q4 2014, an estimated $149K.
  • Pinnacle Summer Investments first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2014 and held it in 2 quarters.
  • Pinnacle Summer Investments's DoubleLine Opportunistic Credit Fund position peaked at $149K in Q3 2014.
  • 47 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.