TCOV
DSL

Trust Company of Vermont’s DoubleLine Income Solutions Fund DSL Stock Holding History

Trust Company of Vermont’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
2017
Q1 		– Sell
-1,200
Closed -$23K – 876
2016
Q4 		$23K Buy
+1,200
New +$22.3K ﹤0.01% 589

Other funds holding DSL

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company of Vermont's DSL Position: Q1 2017 in Review

Trust Company of Vermont sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2017, closing a stake of 1,200 shares — an estimated $23K sold.

Trust Company of Vermont first reported a position in DSL in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 122 funds tracked by Wall St. Rank hold DSL as of Q1 2017.

  • Trust Company of Vermont reported no remaining DoubleLine Income Solutions Fund position as of Q1 2017 after selling out during the quarter.
  • Trust Company of Vermont sold 1,200 DoubleLine Income Solutions Fund shares in Q1 2017, an estimated $23K.
  • Trust Company of Vermont first reported a position in DoubleLine Income Solutions Fund in Q4 2016 and held it in 1 quarter.
  • Trust Company of Vermont's DoubleLine Income Solutions Fund position peaked at $23K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2017.

Based on Trust Company of Vermont's 13F filing for Q1 2017, filed 4 May 2017.