VWA
DBL

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

V 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
-2,848
Closed -$73K – 311
2017
Q2 		$73K Buy
+2,848
New +$70.4K 0.03% 270

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

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

V Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q3 2017, closing a stake of 2,848 shares — an estimated $73K sold.

V Wealth Advisors first reported a position in DBL in Q2 2017 and held it in 1 quarter. The position peaked at $73K in Q2 2017. 68 funds tracked by Wall St. Rank hold DBL as of Q3 2017.

  • V Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 2,848 DoubleLine Opportunistic Credit Fund shares in Q3 2017, an estimated $73K.
  • V Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $73K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.