SIAP
DSL

Sterling Investment Advisors (Pennsylvania)’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2020
Q1 		– Sell
-2,100
Closed -$41K – 402
2019
Q4 		$41K Hold
2,100
– – 0.02% 225
2019
Q3 		$42K Hold
2,100
– – 0.02% 222
2019
Q2 		$42K Hold
2,100
– – 0.02% 223
2019
Q1 		$42K Hold
2,100
– – 0.02% 223
2018
Q4 		$36K Buy
+2,100
New +$39K 0.02% 229

Other funds holding DSL

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
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DSL Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2020, closing a stake of 2,100 shares — an estimated $41K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DSL in Q4 2018 and held it in 5 quarters. The position peaked at $42K in Q3 2019. 161 funds tracked by Wall St. Rank hold DSL as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining DoubleLine Income Solutions Fund position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,100 DoubleLine Income Solutions Fund shares in Q1 2020, an estimated $41K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s DoubleLine Income Solutions Fund position peaked at $42K in Q3 2019.
  • 161 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.