S
DBL

Surevest’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Surevest’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
2022
Q2 		– Sell
-639
Closed -$11K – 565
2022
Q1 		$11K Buy
+639
New +$11.3K ﹤0.01% 274

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Surevest's DBL Position: Q2 2022 in Review

Surevest sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2022, closing a stake of 639 shares — an estimated $11K sold.

Surevest first reported a position in DBL in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 70 funds tracked by Wall St. Rank hold DBL as of Q2 2022.

  • Surevest reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2022 after selling out during the quarter.
  • Surevest sold 639 DoubleLine Opportunistic Credit Fund shares in Q2 2022, an estimated $11K.
  • Surevest first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2022 and held it in 1 quarter.
  • Surevest's DoubleLine Opportunistic Credit Fund position peaked at $11K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.