TWA
DBL

TCI Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

TCI Wealth Advisors’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
2017
Q3 		– Sell
-279
Closed -$7K – 1334
2017
Q2 		$7K Buy
+279
New +$6.9K ﹤0.01% 661

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's DBL Position: Q3 2017 in Review

TCI Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2017, closing a stake of 279 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in DBL in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 68 funds tracked by Wall St. Rank hold DBL as of Q3 2017.

  • TCI Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 279 DoubleLine Opportunistic Credit Fund shares in Q3 2017, an estimated $7K.
  • TCI Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2017 and held it in 1 quarter.
  • TCI Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $7K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.