CFA
DLY

Capstone Financial Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Capstone Financial Advisors’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,144
Closed -$381K – 162
2024
Q2 		$381K Hold
24,144
– – 0.03% 95
2024
Q1 		$385K Hold
24,144
– – 0.03% 99
2023
Q4 		$359K Hold
24,144
– – 0.03% 100
2023
Q3 		$356K Buy
+24,144
New +$351K 0.03% 93

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Capstone Financial Advisors's DLY Position: Q3 2024 in Review

Capstone Financial Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q3 2024, closing a stake of 24,144 shares — an estimated $381K sold.

Capstone Financial Advisors first reported a position in DLY in Q3 2023 and held it in 4 quarters. The position peaked at $385K in Q1 2024. 77 funds tracked by Wall St. Rank hold DLY as of Q3 2024.

  • Capstone Financial Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 24,144 DoubleLine Yield Opportunities Fund shares in Q3 2024, an estimated $381K.
  • Capstone Financial Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and held it in 4 quarters.
  • Capstone Financial Advisors's DoubleLine Yield Opportunities Fund position peaked at $385K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2024.

Based on Capstone Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.