AWG
DSL

Altus Wealth Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-2,180
Closed -$36K – 335
2020
Q4 		$36K Buy
+2,180
New +$35.4K 0.03% 263

Other funds holding DSL

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Altus Wealth Group's DSL Position: Q1 2021 in Review

Altus Wealth Group sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2021, closing a stake of 2,180 shares — an estimated $36K sold.

Altus Wealth Group first reported a position in DSL in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 151 funds tracked by Wall St. Rank hold DSL as of Q1 2021.

  • Altus Wealth Group reported no remaining DoubleLine Income Solutions Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,180 DoubleLine Income Solutions Fund shares in Q1 2021, an estimated $36K.
  • Altus Wealth Group first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's DoubleLine Income Solutions Fund position peaked at $36K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.