Benjamin Edwards Inc’s DoubleLine Income Solutions Fund DSL Stock Holding History

Benjamin Edwards Inc’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
2024 Q3	–	Sell	-1,375	Closed	-$17K	–	1114
2024 Q2	$17K	Hold	1,375	–	–	﹤0.01%	596
2024 Q1	$17K	Hold	1,375	–	–	﹤0.01%	589
2023 Q4	$17K	Hold	1,375	–	–	﹤0.01%	550
2023 Q3	$16K	Hold	1,375	–	–	﹤0.01%	544
2023 Q2	$16K	Hold	1,375	–	–	﹤0.01%	543
2023 Q1	$16K	Hold	1,375	–	–	﹤0.01%	543
2022 Q4	$15K	Hold	1,375	–	–	﹤0.01%	542
2022 Q3	$15K	Hold	1,375	–	–	﹤0.01%	528
2022 Q2	$17K	Hold	1,375	–	–	0.01%	532
2022 Q1	$20K	Hold	1,375	–	–	0.01%	558
2021 Q4	$22K	Hold	1,375	–	–	0.01%	510
2021 Q3	$24K	Hold	1,375	–	–	0.01%	386
2021 Q2	$25K	Hold	1,375	–	–	0.02%	318
2021 Q1	$25K	Hold	1,375	–	–	0.02%	293
2020 Q4	$23K	Hold	1,375	–	–	0.02%	288
2020 Q3	$22K	Hold	1,375	–	–	0.02%	276
2020 Q2	$21K	Hold	1,375	–	–	0.02%	255
2020 Q1	$18K	Hold	1,375	–	–	0.02%	249
2019 Q4	$27K	Hold	1,375	–	–	0.06%	152
2019 Q3	$27K	Hold	1,375	–	–	0.06%	147
2019 Q2	$27K	Hold	1,375	–	–	0.07%	147
2019 Q1	$27K	Buy	+1,375	New	+$26.6K	0.13%	144

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's DSL Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2024, closing a stake of 1,375 shares — an estimated $17K sold.

Benjamin Edwards Inc first reported a position in DSL in Q1 2019 and held it in 22 quarters. The position peaked at $27K in Q4 2019. 176 funds tracked by Wall St. Rank hold DSL as of Q3 2024.

Benjamin Edwards Inc reported no remaining DoubleLine Income Solutions Fund position as of Q3 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 1,375 DoubleLine Income Solutions Fund shares in Q3 2024, an estimated $17K.
Benjamin Edwards Inc first reported a position in DoubleLine Income Solutions Fund in Q1 2019 and held it in 22 quarters.
Benjamin Edwards Inc's DoubleLine Income Solutions Fund position peaked at $27K in Q4 2019.
176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.