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Valeo Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Valeo Financial Advisors’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
-275
Closed -$4K – 1731
2020
Q2 		$4K Buy
+275
New +$3.81K ﹤0.01% 1577

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Valeo Financial Advisors's DSL Position: Q3 2020 in Review

Valeo Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2020, closing a stake of 275 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in DSL in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 143 funds tracked by Wall St. Rank hold DSL as of Q3 2020.

  • Valeo Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 275 DoubleLine Income Solutions Fund shares in Q3 2020, an estimated $4K.
  • Valeo Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's DoubleLine Income Solutions Fund position peaked at $4K in Q2 2020.
  • 143 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.