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DBL

DoubleLine Opportunistic Credit Fund
DBL

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$37.8M -$8.88M -501,116 -18%
Morgan Stanley
2
Morgan Stanley
New York
$5.52M +$2.43M +137,401 +72%
CRC
3
Catawba River Capital
South Carolina
$4.81M +$9.3K +525 +0.2%
ACP
4
Aviance Capital Partners
Florida
$4.32M -$2.44M -137,457 -35%
FM
5
Family Management
New York
$3.87M +$149K +8,417 +4%
Invesco
6
Invesco
Georgia
$2.84M -$324K -18,311 -10%
HKAM
7
Horizon Kinetics Asset Management
New York
$2.65M -$76.4K -4,313 -3%
Bank of America
8
Bank of America
North Carolina
$2.63M -$14.7K -832 -0.5%
IP
9
Intellectus Partners
California
$2.5M +$52.3K +2,952 +2%
UBS Group
10
UBS Group
Switzerland
$2.49M -$185K -10,415 -7%
LGWM
11
Litman Gregory Wealth Management
California
$2.17M +$693K +39,100 +43%
RJA
12
Raymond James & Associates
Florida
$2.16M +$1.46M +82,544 +177%
AI
13
ArchPoint Investors
Florida
$1.96M – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.56M +88,302 +866%
Wells Fargo
15
Wells Fargo
California
$1.65M -$298K -16,810 -15%
SFS
16
Shaker Financial Services
Virginia
$1.38M +$668K +37,702 +85%
TPWM
17
Twelve Points Wealth Management
Massachusetts
$1.27M +$785K +44,305 +140%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$1.24M +$172K +9,683 +16%
Ameriprise
19
Ameriprise
Minnesota
$1.23M -$1.79M -100,852 -58%
GC
20
Guggenheim Capital
Illinois
$1.2M -$117K -6,594 -8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.12M +$101K +5,720 +9%
PAS
22
Park Avenue Securities
New York
$1.03M +$105K +5,948 +11%
FFA
23
First Foundation Advisors
California
$917K -$194K -10,940 -17%
LPL Financial
24
LPL Financial
California
$835K +$19.7K +1,110 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$773K +$5.71K +322 +0.7%
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