Wealthcare Advisory Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-4	Closed	–	–	1498
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1397
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1357
2019 Q2	$0	Hold	4	–	–	﹤0.01%	1319
2019 Q1	$0	Hold	4	–	–	﹤0.01%	1222
2018 Q4	$0	Sell	4 -649	-99%	-$12.6K	﹤0.01%	1208
2018 Q3	$13K	Sell	653 -352	-35%	-$7.35K	﹤0.01%	775
2018 Q2	$21K	Buy	1,005 +24	+2%	+$504	﹤0.01%	655
2018 Q1	$21K	Buy	981 +23	+2%	+$499	﹤0.01%	569
2017 Q4	$21K	Buy	958 +21	+2%	+$479	0.01%	526
2017 Q3	$23K	Buy	+937	New	+$23K	0.01%	404

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's DBL Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2020, closing a stake of 4 shares.

Wealthcare Advisory Partners first reported a position in DBL in Q3 2017 and held it in 10 quarters. The position peaked at $23K in Q3 2017. 66 funds tracked by Wall St. Rank hold DBL as of Q1 2020.

Wealthcare Advisory Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 4 DoubleLine Opportunistic Credit Fund shares in Q1 2020.
Wealthcare Advisory Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's DoubleLine Opportunistic Credit Fund position peaked at $23K in Q3 2017.
66 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.