Realta Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Realta Investment 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
2020 Q2	–	Sell	-11,207	Closed	-$150K	–	347
2020 Q1	$150K	Sell	11,207 -5,197	-32%	-$95.5K	0.06%	272
2019 Q4	$326K	Buy	16,404 +6,167	+60%	+$122K	0.09%	250
2019 Q3	$204K	Buy	10,237 +9,437	+1,180%	+$189K	0.06%	316
2019 Q2	$16K	Buy	+800	New	+$16.1K	﹤0.01%	1003

Other funds holding DSL

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Realta Investment Advisors's DSL Position: Q2 2020 in Review

Realta Investment Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2020, closing a stake of 11,207 shares — an estimated $150K sold.

Realta Investment Advisors first reported a position in DSL in Q2 2019 and held it in 4 quarters. The position peaked at $326K in Q4 2019. 146 funds tracked by Wall St. Rank hold DSL as of Q2 2020.

Realta Investment Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q2 2020 after selling out during the quarter.
Realta Investment Advisors sold 11,207 DoubleLine Income Solutions Fund shares in Q2 2020, an estimated $150K.
Realta Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2019 and held it in 4 quarters.
Realta Investment Advisors's DoubleLine Income Solutions Fund position peaked at $326K in Q4 2019.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2020.

Based on Realta Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.