SIG
DBL

Stanford Investment Group’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-300
Closed -$7K – 66
2016
Q4 		$7K Hold
300
– – ﹤0.01% 323
2016
Q3 		$8K Hold
300
– – ﹤0.01% 336
2016
Q2 		$8K Hold
300
– – ﹤0.01% 308
2016
Q1 		$8K Hold
300
– – ﹤0.01% 305
2015
Q4 		$8K Hold
300
– – ﹤0.01% 278
2015
Q3 		$7K Hold
300
– – 0.01% 291
2015
Q2 		$7K Buy
300
+100
+50% +$2.44K 0.01% 300
2015
Q1 		$5K Hold
200
– – ﹤0.01% 310
2014
Q4 		$5K Buy
+200
New +$4.86K ﹤0.01% 317

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.41B AUM 27.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stanford Investment Group's DBL Position: Q1 2017 in Review

Stanford Investment Group sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Stanford Investment Group first reported a position in DBL in Q4 2014 and held it in 9 quarters. The position peaked at $8K in Q3 2016. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2017.

  • Stanford Investment Group reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 300 DoubleLine Opportunistic Credit Fund shares in Q1 2017, an estimated $7K.
  • Stanford Investment Group first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's DoubleLine Opportunistic Credit Fund position peaked at $8K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.