SIS
DBL

Sound Income Strategies’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-913
Closed -$19K – 682
2019
Q2 		$19K Buy
+913
New +$18.6K 0.01% 231

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Sound Income Strategies's DBL Position: Q3 2019 in Review

Sound Income Strategies sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2019, closing a stake of 913 shares — an estimated $19K sold.

Sound Income Strategies first reported a position in DBL in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 69 funds tracked by Wall St. Rank hold DBL as of Q3 2019.

  • Sound Income Strategies reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2019 after selling out during the quarter.
  • Sound Income Strategies sold 913 DoubleLine Opportunistic Credit Fund shares in Q3 2019, an estimated $19K.
  • Sound Income Strategies first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2019 and held it in 1 quarter.
  • Sound Income Strategies's DoubleLine Opportunistic Credit Fund position peaked at $19K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2019.

Based on Sound Income Strategies's 13F filing for Q3 2019, filed 4 Oct 2019.