SNC
DBL

Stifel Nicolaus & Co’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$415K Buy
18,140
+500
+3% +$11.6K 0.01% 989
2013
Q2 		$442K Buy
+17,640
New +$470K 0.01% 901

Other funds holding DBL

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Stifel Nicolaus & Co's DBL Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 2.8% in Q3 2013, buying an estimated $11.6K and bringing the position to 18,140 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #989.

Stifel Nicolaus & Co first reported a position in DBL in Q2 2013 and has held it in 2 quarters since. The position peaked at $442K in Q2 2013. 37 funds tracked by Wall St. Rank hold DBL as of Q3 2013.

  • Stifel Nicolaus & Co held 18,140 shares of DoubleLine Opportunistic Credit Fund worth $415K as of Q3 2013.
  • Stifel Nicolaus & Co bought 500 DoubleLine Opportunistic Credit Fund shares in Q3 2013, an estimated $11.6K.
  • DoubleLine Opportunistic Credit Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #989 holding.
  • Stifel Nicolaus & Co first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's DoubleLine Opportunistic Credit Fund position peaked at $442K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.