YorkBridge Wealth Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-5,000	Closed	-$100K	–	292
2019 Q2	$100K	Buy	5,000 +1,500	+43%	+$30.2K	0.04%	286
2019 Q1	$70K	Sell	3,500 -1,500	-30%	-$29K	0.03%	329
2018 Q4	$87K	Hold	5,000	–	–	0.05%	265
2018 Q3	$102K	Buy	5,000 +1,500	+43%	+$30.3K	0.05%	281
2018 Q2	$70K	Hold	3,500	–	–	0.03%	331
2018 Q1	$72K	Buy	3,500 +2,500	+250%	+$50.3K	0.03%	330
2017 Q4	$20K	Sell	1,000 -1,500	-60%	-$30.9K	0.01%	514
2017 Q3	$53K	Buy	+2,500	New	+$52.2K	0.03%	372

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

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

YorkBridge Wealth Partners's DSL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2019, closing a stake of 5,000 shares — an estimated $100K sold.

YorkBridge Wealth Partners first reported a position in DSL in Q3 2017 and held it in 8 quarters. The position peaked at $102K in Q3 2018. 146 funds tracked by Wall St. Rank hold DSL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining DoubleLine Income Solutions Fund position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 5,000 DoubleLine Income Solutions Fund shares in Q3 2019, an estimated $100K.
YorkBridge Wealth Partners first reported a position in DoubleLine Income Solutions Fund in Q3 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's DoubleLine Income Solutions Fund position peaked at $102K in Q3 2018.
146 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.