CCP
DBL

Carmel Capital Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Carmel Capital Partners’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,970
Closed -$102K – 275
2023
Q3 		$102K Hold
6,970
– – 0.05% 194
2023
Q2 		$101K Hold
6,970
– – 0.05% 165
2023
Q1 		$98.8K Buy
+6,970
New +$104K 0.06% 189

Other funds holding DBL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Carmel Capital Partners's DBL Position: Q4 2023 in Review

Carmel Capital Partners sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2023, closing a stake of 6,970 shares — an estimated $102K sold.

Carmel Capital Partners first reported a position in DBL in Q1 2023 and held it in 3 quarters. The position peaked at $102K in Q3 2023. 62 funds tracked by Wall St. Rank hold DBL as of Q4 2023.

  • Carmel Capital Partners reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 6,970 DoubleLine Opportunistic Credit Fund shares in Q4 2023, an estimated $102K.
  • Carmel Capital Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's DoubleLine Opportunistic Credit Fund position peaked at $102K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.