Sowell Financial Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Sowell Financial Services’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	-296	Closed	-$6K	–	1030
2021 Q1	$6K	Sell	296 -493	-62%	-$9.75K	﹤0.01%	2518
2020 Q4	$16K	Buy	+789	New	+$15.2K	﹤0.01%	1828

Other funds holding DBL

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

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

Family Management New York $834M AUM 20.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return