SWM
DSL

Sugarloaf Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sugarloaf Wealth Management’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
Q4 		– Sell
-1,000
Closed -$16K – 728
2020
Q3 		$16K Hold
1,000
– – 0.01% 387
2020
Q2 		$15K Hold
1,000
– – 0.01% 391
2020
Q1 		$13K Hold
1,000
– – 0.01% 398
2019
Q4 		$20K Buy
+1,000
New +$19.8K 0.01% 367

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sugarloaf Wealth Management's DSL Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2020, closing a stake of 1,000 shares — an estimated $16K sold.

Sugarloaf Wealth Management first reported a position in DSL in Q4 2019 and held it in 4 quarters. The position peaked at $20K in Q4 2019. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,000 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $16K.
  • Sugarloaf Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's DoubleLine Income Solutions Fund position peaked at $20K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.