CT
DSL

Cambridge Trust’s DoubleLine Income Solutions Fund DSL Stock Holding History

Cambridge Trust’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
Q1 		– Sell
-310
Closed -$3.79K – 672
2023
Q4 		$3.79K Buy
+310
New +$3.57K ﹤0.01% 639

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Cambridge Trust's DSL Position: Q1 2024 in Review

Cambridge Trust sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2024, closing a stake of 310 shares — an estimated $3.79K sold.

Cambridge Trust first reported a position in DSL in Q4 2023 and held it in 1 quarter. The position peaked at $3.79K in Q4 2023. 173 funds tracked by Wall St. Rank hold DSL as of Q1 2024.

  • Cambridge Trust reported no remaining DoubleLine Income Solutions Fund position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 310 DoubleLine Income Solutions Fund shares in Q1 2024, an estimated $3.79K.
  • Cambridge Trust first reported a position in DoubleLine Income Solutions Fund in Q4 2023 and held it in 1 quarter.
  • Cambridge Trust's DoubleLine Income Solutions Fund position peaked at $3.79K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.