BPA
DSL

Beacon Pointe Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Beacon Pointe Advisors’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
Q4 		– Sell
-10,479
Closed -$186K – 950
2021
Q3 		$186K Buy
+10,479
New +$188K ﹤0.01% 865

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Beacon Pointe Advisors's DSL Position: Q4 2021 in Review

Beacon Pointe Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2021, closing a stake of 10,479 shares — an estimated $186K sold.

Beacon Pointe Advisors first reported a position in DSL in Q3 2021 and held it in 1 quarter. The position peaked at $186K in Q3 2021. 188 funds tracked by Wall St. Rank hold DSL as of Q4 2021.

  • Beacon Pointe Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,479 DoubleLine Income Solutions Fund shares in Q4 2021, an estimated $186K.
  • Beacon Pointe Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2021 and held it in 1 quarter.
  • Beacon Pointe Advisors's DoubleLine Income Solutions Fund position peaked at $186K in Q3 2021.
  • 188 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2021.

Based on Beacon Pointe Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.