TFS
DSL

TrustCore Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

TrustCore Financial Services’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
Q2 		– Sell
-807
Closed -$11K – 887
2020
Q1 		$11K Hold
807
– – ﹤0.01% 566
2019
Q4 		$16K Hold
807
– – ﹤0.01% 552
2019
Q3 		$16K Hold
807
– – ﹤0.01% 557
2019
Q2 		$16K Hold
807
– – ﹤0.01% 547
2019
Q1 		$16K Buy
+807
New +$15.6K ﹤0.01% 473

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

TrustCore Financial Services sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2020, closing a stake of 807 shares — an estimated $11K sold.

TrustCore Financial Services first reported a position in DSL in Q1 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 146 funds tracked by Wall St. Rank hold DSL as of Q2 2020.

  • TrustCore Financial Services reported no remaining DoubleLine Income Solutions Fund position as of Q2 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 807 DoubleLine Income Solutions Fund shares in Q2 2020, an estimated $11K.
  • TrustCore Financial Services first reported a position in DoubleLine Income Solutions Fund in Q1 2019 and held it in 5 quarters.
  • TrustCore Financial Services's DoubleLine Income Solutions Fund position peaked at $16K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2020.

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