Principle Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Principle Wealth Partners’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
2020 Q1	–	Sell	-10,350	Closed	-$205K	–	147
2019 Q4	$205K	Sell	10,350 -500	-5%	-$9.92K	0.07%	157
2019 Q3	$216K	Buy	+10,850	New	+$217K	0.07%	151

Other funds holding DSL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

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

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Principle Wealth Partners's DSL Position: Q1 2020 in Review

Principle Wealth Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2020, closing a stake of 10,350 shares — an estimated $205K sold.

Principle Wealth Partners first reported a position in DSL in Q3 2019 and held it in 2 quarters. The position peaked at $216K in Q3 2019. 160 funds tracked by Wall St. Rank hold DSL as of Q1 2020.

Principle Wealth Partners reported no remaining DoubleLine Income Solutions Fund position as of Q1 2020 after selling out during the quarter.
Principle Wealth Partners sold 10,350 DoubleLine Income Solutions Fund shares in Q1 2020, an estimated $205K.
Principle Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q3 2019 and held it in 2 quarters.
Principle Wealth Partners's DoubleLine Income Solutions Fund position peaked at $216K in Q3 2019.
160 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2020.

Based on Principle Wealth Partners's 13F filing for Q1 2020, filed 13 May 2020.