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Capstone Financial Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Capstone Financial 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
2024
Q3 		– Sell
-34,224
Closed -$428K – 163
2024
Q2 		$428K Hold
34,224
– – 0.03% 92
2024
Q1 		$435K Hold
34,224
– – 0.03% 90
2023
Q4 		$419K Hold
34,224
– – 0.03% 91
2023
Q3 		$401K Buy
+34,224
New +$410K 0.03% 89

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Capstone Financial Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2024, closing a stake of 34,224 shares — an estimated $428K sold.

Capstone Financial Advisors first reported a position in DSL in Q3 2023 and held it in 4 quarters. The position peaked at $435K in Q1 2024. 178 funds tracked by Wall St. Rank hold DSL as of Q3 2024.

  • Capstone Financial Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q3 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 34,224 DoubleLine Income Solutions Fund shares in Q3 2024, an estimated $428K.
  • Capstone Financial Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2023 and held it in 4 quarters.
  • Capstone Financial Advisors's DoubleLine Income Solutions Fund position peaked at $435K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2024.

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