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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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.