SWM
DBL

SeaCrest Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-2,203
Closed -$45K – 814
2019
Q1 		$45K Sell
2,203
-592
-21% -$11.6K 0.01% 976
2018
Q4 		$53K Buy
+2,795
New +$54.2K 0.01% 871

Other funds holding DBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's DBL Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2019, closing a stake of 2,203 shares — an estimated $45K sold.

SeaCrest Wealth Management first reported a position in DBL in Q4 2018 and held it in 2 quarters. The position peaked at $53K in Q4 2018. 68 funds tracked by Wall St. Rank hold DBL as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,203 DoubleLine Opportunistic Credit Fund shares in Q2 2019, an estimated $45K.
  • SeaCrest Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2018 and held it in 2 quarters.
  • SeaCrest Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $53K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.