PWP
DSL

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
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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 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. 161 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.
  • 161 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.