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 $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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Plante Moran Financial Advisors's DSL Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2018, closing a stake of 695 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in DSL in Q3 2014 and held it in 7 quarters. The position peaked at $132K in Q3 2014. 139 funds tracked by Wall St. Rank hold DSL as of Q2 2018.

Plante Moran Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 695 DoubleLine Income Solutions Fund shares in Q2 2018, an estimated $14K.
Plante Moran Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2014 and held it in 7 quarters.
Plante Moran Financial Advisors's DoubleLine Income Solutions Fund position peaked at $132K in Q3 2014.
139 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.