Winslow Evans & Crocker’s DoubleLine Income Solutions Fund DSL Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-2,000	Closed	-$41.3K	–	1140
2017 Q2	$41.3K	Hold	2,000	–	–	0.01%	596
2017 Q1	$40.1K	Hold	2,000	–	–	0.01%	580
2016 Q4	$38K	Hold	2,000	–	–	0.01%	598
2016 Q3	$38.3K	Hold	2,000	–	–	0.01%	600
2016 Q2	$36.7K	Hold	2,000	–	–	0.01%	584
2016 Q1	$33.6K	Hold	2,000	–	–	0.01%	582
2015 Q4	$32.4K	Hold	2,000	–	–	0.01%	628
2015 Q3	$34.6K	Hold	2,000	–	–	0.01%	575
2015 Q2	$39.5K	Hold	2,000	–	–	0.01%	598
2015 Q1	$39.7K	Hold	2,000	–	–	0.01%	589
2014 Q4	$39.8K	Sell	2,000 -6,500	-76%	-$135K	0.01%	582
2014 Q3	$184K	Hold	8,500	–	–	0.05%	317
2014 Q2	$191K	Buy	8,500 +6,500	+325%	+$144K	0.06%	267
2014 Q1	$42.4K	Hold	2,000	–	–	0.01%	516
2013 Q4	$42K	Buy	+2,000	New	+$41.3K	0.01%	535

Other funds holding DSL

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Winslow Evans & Crocker's DSL Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2017, closing a stake of 2,000 shares — an estimated $41.3K sold.

Winslow Evans & Crocker first reported a position in DSL in Q4 2013 and held it in 15 quarters. The position peaked at $191K in Q2 2014. 123 funds tracked by Wall St. Rank hold DSL as of Q3 2017.

Winslow Evans & Crocker reported no remaining DoubleLine Income Solutions Fund position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 2,000 DoubleLine Income Solutions Fund shares in Q3 2017, an estimated $41.3K.
Winslow Evans & Crocker first reported a position in DoubleLine Income Solutions Fund in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's DoubleLine Income Solutions Fund position peaked at $191K in Q2 2014.
123 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.