SFS
DBL

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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sowell Financial Services's DBL Position: Q2 2021 in Review

Sowell Financial Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2021, closing a stake of 296 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in DBL in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2021.

  • Sowell Financial Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 296 DoubleLine Opportunistic Credit Fund shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's DoubleLine Opportunistic Credit Fund position peaked at $16K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.