WEC
DBL

Winslow Evans & Crocker’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Winslow Evans & Crocker’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
2017
Q4 		– Sell
-100
Closed -$2.4K – 1136
2017
Q3 		$2.4K Hold
100
– – ﹤0.01% 1012
2017
Q2 		$2.52K Hold
100
– – ﹤0.01% 1151
2017
Q1 		$2.39K Hold
100
– – ﹤0.01% 1131
2016
Q4 		$2.31K Hold
100
– – ﹤0.01% 1139
2016
Q3 		$2.57K Hold
100
– – ﹤0.01% 1158
2016
Q2 		$2.68K Hold
100
– – ﹤0.01% 1135
2016
Q1 		$2.66K Hold
100
– – ﹤0.01% 1134
2015
Q4 		$2.53K Hold
100
– – ﹤0.01% 1199
2015
Q3 		$2.49K Sell
100
-100
-50% -$2.38K ﹤0.01% 1146
2015
Q2 		$4.63K Sell
200
-100
-33% -$2.44K ﹤0.01% 1099
2015
Q1 		$7.46K Sell
300
-600
-67% -$15.2K ﹤0.01% 950
2014
Q4 		$22.1K Sell
900
-500
-36% -$12.1K 0.01% 707
2014
Q3 		$33K Buy
1,400
+900
+180% +$20.9K 0.01% 645
2014
Q2 		$11.8K Buy
500
+400
+400% +$9.36K ﹤0.01% 816
2014
Q1 		$2.31K Hold
100
– – ﹤0.01% 1151
2013
Q4 		$2K Buy
+100
New +$2.29K ﹤0.01% 1274

Other funds holding DBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Winslow Evans & Crocker's DBL Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2017, closing a stake of 100 shares — an estimated $2.4K sold.

Winslow Evans & Crocker first reported a position in DBL in Q4 2013 and held it in 16 quarters. The position peaked at $33K in Q3 2014. 71 funds tracked by Wall St. Rank hold DBL as of Q4 2017.

  • Winslow Evans & Crocker reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 100 DoubleLine Opportunistic Credit Fund shares in Q4 2017, an estimated $2.4K.
  • Winslow Evans & Crocker first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2013 and held it in 16 quarters.
  • Winslow Evans & Crocker's DoubleLine Opportunistic Credit Fund position peaked at $33K in Q3 2014.
  • 71 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.