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 New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.