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tru Independence’s DoubleLine Income Solutions Fund DSL Stock Holding History

tru Independence’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
Q3 		– Sell
-225
Closed -$3K – 462
2020
Q2 		$3K Buy
+225
New +$3.12K ﹤0.01% 761

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MGAM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

tru Independence's DSL Position: Q3 2020 in Review

tru Independence sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2020, closing a stake of 225 shares — an estimated $3K sold.

tru Independence first reported a position in DSL in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 143 funds tracked by Wall St. Rank hold DSL as of Q3 2020.

  • tru Independence reported no remaining DoubleLine Income Solutions Fund position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 225 DoubleLine Income Solutions Fund shares in Q3 2020, an estimated $3K.
  • tru Independence first reported a position in DoubleLine Income Solutions Fund in Q2 2020 and held it in 1 quarter.
  • tru Independence's DoubleLine Income Solutions Fund position peaked at $3K in Q2 2020.
  • 143 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.