Simplicity Solutions’s DoubleLine Income Solutions Fund DSL Stock Holding History

Simplicity Solutions’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
2019 Q2	–	Sell	-17,691	Closed	-$353K	–	696
2019 Q1	$353K	Buy	+17,691	New	+$343K	0.02%	483
2018 Q2	–	Sell	-13,570	Closed	-$272K	–	492
2018 Q1	$272K	Buy	+13,570	New	+$273K	0.02%	297

Other funds holding DSL

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Simplicity Solutions's DSL Position: Q2 2019 in Review

Simplicity Solutions sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2019, closing a stake of 17,691 shares — an estimated $353K sold.

Simplicity Solutions first reported a position in DSL in Q1 2018 and held it in 2 quarters. The position peaked at $353K in Q1 2019. 145 funds tracked by Wall St. Rank hold DSL as of Q2 2019.

Simplicity Solutions reported no remaining DoubleLine Income Solutions Fund position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 17,691 DoubleLine Income Solutions Fund shares in Q2 2019, an estimated $353K.
Simplicity Solutions first reported a position in DoubleLine Income Solutions Fund in Q1 2018 and held it in 2 quarters.
Simplicity Solutions's DoubleLine Income Solutions Fund position peaked at $353K in Q1 2019.
145 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.