SNBOSCI
DSL

Security National Bank of Sioux City Iowa’s DoubleLine Income Solutions Fund DSL Stock Holding History

Security National Bank of Sioux City Iowa’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
2018
Q4 		– Sell
-20,000
Closed -$404K – 82
2018
Q3 		$404K Buy
+20,000
New +$405K 0.36% 68

Other funds holding DSL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Security National Bank of Sioux City Iowa's DSL Position: Q4 2018 in Review

Security National Bank of Sioux City Iowa sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2018, closing a stake of 20,000 shares — an estimated $404K sold.

Security National Bank of Sioux City Iowa first reported a position in DSL in Q3 2018 and held it in 1 quarter. The position peaked at $404K in Q3 2018. 147 funds tracked by Wall St. Rank hold DSL as of Q4 2018.

  • Security National Bank of Sioux City Iowa reported no remaining DoubleLine Income Solutions Fund position as of Q4 2018 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 20,000 DoubleLine Income Solutions Fund shares in Q4 2018, an estimated $404K.
  • Security National Bank of Sioux City Iowa first reported a position in DoubleLine Income Solutions Fund in Q3 2018 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's DoubleLine Income Solutions Fund position peaked at $404K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2018, filed 14 Feb 2019.