Plante Moran Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Plante Moran Financial 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
2018 Q2	–	Sell	-695	Closed	-$14K	–	848
2018 Q1	$14K	Buy	+695	New	+$14K	0.01%	557
2017 Q2	–	Sell	-1,391	Closed	-$28K	–	847
2017 Q1	$28K	Hold	1,391	–	–	0.02%	412
2016 Q4	$26K	Hold	1,391	–	–	0.02%	442
2016 Q3	$27K	Hold	1,391	–	–	0.02%	422
2016 Q2	$26K	Buy	+1,391	New	+$24.8K	0.02%	389
2015 Q1	–	Sell	-6,100	Closed	-$121K	–	736
2014 Q4	$121K	Hold	6,100	–	–	0.09%	162
2014 Q3	$132K	Buy	+6,100	New	+$132K	0.12%	139

Other funds holding DSL

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return