WAM
DSL

Wealthspire Advisors (Maryland)’s DoubleLine Income Solutions Fund DSL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-500
Closed -$10K – 867
2019
Q1 		$10K Hold
500
– – ﹤0.01% 1522
2018
Q4 		$9K Hold
500
– – ﹤0.01% 1497
2018
Q3 		$10K Hold
500
– – ﹤0.01% 1512
2018
Q2 		$10K Hold
500
– – ﹤0.01% 1529
2018
Q1 		$10K Buy
+500
New +$10.1K ﹤0.01% 1563

Other funds holding DSL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DSL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2019, closing a stake of 500 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in DSL in Q1 2018 and held it in 5 quarters. The position peaked at $10K in Q1 2019. 145 funds tracked by Wall St. Rank hold DSL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DoubleLine Income Solutions Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 500 DoubleLine Income Solutions Fund shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in DoubleLine Income Solutions Fund in Q1 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s DoubleLine Income Solutions Fund position peaked at $10K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.