SIC
DBL

Salem Investment Counselors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Salem Investment Counselors’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,549
Closed -$70K – 916
2021
Q1 		$70K Buy
+3,549
New +$70.2K ﹤0.01% 406

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Salem Investment Counselors's DBL Position: Q2 2021 in Review

Salem Investment Counselors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2021, closing a stake of 3,549 shares — an estimated $70K sold.

Salem Investment Counselors first reported a position in DBL in Q1 2021 and held it in 1 quarter. The position peaked at $70K in Q1 2021. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2021.

  • Salem Investment Counselors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 3,549 DoubleLine Opportunistic Credit Fund shares in Q2 2021, an estimated $70K.
  • Salem Investment Counselors first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2021 and held it in 1 quarter.
  • Salem Investment Counselors's DoubleLine Opportunistic Credit Fund position peaked at $70K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2021.

Based on Salem Investment Counselors's 13F filing for Q2 2021, filed 17 Aug 2021.