TFS
DBL

TrustCore Financial Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

TrustCore Financial Services’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
2020
Q2 		– Sell
-101
Closed -$2K – 883
2020
Q1 		$2K Hold
101
– – ﹤0.01% 762
2019
Q4 		$2K Hold
101
– – ﹤0.01% 818
2019
Q3 		$2K Hold
101
– – ﹤0.01% 844
2019
Q2 		$2K Hold
101
– – ﹤0.01% 827
2019
Q1 		$2K Buy
+101
New +$1.98K ﹤0.01% 755

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

TrustCore Financial Services's DBL Position: Q2 2020 in Review

TrustCore Financial Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2020, closing a stake of 101 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in DBL in Q1 2019 and held it in 5 quarters. The position peaked at $2K in Q1 2020. 64 funds tracked by Wall St. Rank hold DBL as of Q2 2020.

  • TrustCore Financial Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 101 DoubleLine Opportunistic Credit Fund shares in Q2 2020, an estimated $2K.
  • TrustCore Financial Services first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2019 and held it in 5 quarters.
  • TrustCore Financial Services's DoubleLine Opportunistic Credit Fund position peaked at $2K in Q1 2020.
  • 64 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2020.

Based on TrustCore Financial Services's 13F filing for Q2 2020, filed 29 Jul 2020.