Pinnacle Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$8K	Buy	+378	New	+$7.47K	﹤0.01%	454

Other funds holding DBL

SIA

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

ACP

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

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

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

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

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Pinnacle Wealth Advisors's DBL Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in DoubleLine Opportunistic Credit Fund (DBL) in Q2 2021: 378 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

73 funds tracked by Wall St. Rank hold DBL as of Q2 2021.

Pinnacle Wealth Advisors held 378 shares of DoubleLine Opportunistic Credit Fund worth $8K as of Q2 2021.
DoubleLine Opportunistic Credit Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #454 holding.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.