WFG Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

WFG Advisors’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
2016 Q4	–	Sell	-80	Closed	-$2K	–	1582
2016 Q3	$2K	Hold	80	–	–	﹤0.01%	1392
2016 Q2	$2K	Hold	80	–	–	﹤0.01%	1370
2016 Q1	$2K	Hold	80	–	–	﹤0.01%	1329
2015 Q4	$2K	Hold	80	–	–	﹤0.01%	1357
2015 Q3	$2K	Hold	80	–	–	﹤0.01%	1396
2015 Q2	$2K	Hold	80	–	–	﹤0.01%	1470
2015 Q1	$2K	Sell	80 -100	-56%	-$2.54K	﹤0.01%	1529
2014 Q4	$4K	Hold	180	–	–	﹤0.01%	1691
2014 Q3	$4K	Hold	180	–	–	﹤0.01%	1708
2014 Q2	$4K	Hold	180	–	–	﹤0.01%	1693
2014 Q1	$4K	Buy	+180	New	+$4.15K	﹤0.01%	1662

Other funds holding DBL

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

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

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WFG Advisors's DBL Position: Q4 2016 in Review

WFG Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2016, closing a stake of 80 shares — an estimated $2K sold.

WFG Advisors first reported a position in DBL in Q1 2014 and held it in 11 quarters. The position peaked at $4K in Q4 2014. 69 funds tracked by Wall St. Rank hold DBL as of Q4 2016.

WFG Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 80 DoubleLine Opportunistic Credit Fund shares in Q4 2016, an estimated $2K.
WFG Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2014 and held it in 11 quarters.
WFG Advisors's DoubleLine Opportunistic Credit Fund position peaked at $4K in Q4 2014.
69 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.