WA
DSL

WealthTrust-Arizona’s DoubleLine Income Solutions Fund DSL Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$15K Buy
865
+5
+0.6% +$93 0.01% 312
2018
Q3 		$17K Buy
+860
New +$17.4K 0.01% 314

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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WealthTrust-Arizona's DSL Position: Q4 2018 in Review

WealthTrust-Arizona increased its DoubleLine Income Solutions Fund (DSL) stake by 0.58% in Q4 2018, buying an estimated $93 and bringing the position to 865 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #312.

WealthTrust-Arizona first reported a position in DSL in Q3 2018 and has held it in 2 quarters since. The position peaked at $17K in Q3 2018. 147 funds tracked by Wall St. Rank hold DSL as of Q4 2018.

  • WealthTrust-Arizona held 865 shares of DoubleLine Income Solutions Fund worth $15K as of Q4 2018.
  • WealthTrust-Arizona bought 5 DoubleLine Income Solutions Fund shares in Q4 2018, an estimated $93.
  • DoubleLine Income Solutions Fund made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #312 holding.
  • WealthTrust-Arizona first reported a position in DoubleLine Income Solutions Fund in Q3 2018 and has held it in 2 quarters since.
  • WealthTrust-Arizona's DoubleLine Income Solutions Fund position peaked at $17K in Q3 2018.
  • 147 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.