Carmichael Hill & Associates’s DoubleLine Income Solutions Fund DSL Stock Holding History

Carmichael Hill & Associates’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	$21.4K	Hold	1,650	–	–	0.01%	498
2024 Q2	$20.7K	Hold	1,650	–	–	0.01%	483
2024 Q1	$21K	Hold	1,650	–	–	0.01%	474
2023 Q4	$20.2K	Hold	1,650	–	–	0.01%	475
2023 Q3	$19.3K	Hold	1,650	–	–	0.01%	469
2023 Q2	$19.7K	Hold	1,650	–	–	0.01%	469
2023 Q1	$18.8K	Hold	1,650	–	–	0.01%	466
2022 Q4	$18.3K	Hold	1,650	–	–	0.01%	479
2022 Q3	$18K	Hold	1,650	–	–	0.01%	486
2022 Q2	$20K	Hold	1,650	–	–	0.01%	470
2022 Q1	$24K	Hold	1,650	–	–	0.01%	471
2021 Q4	$27K	Hold	1,650	–	–	0.01%	475
2021 Q3	$29K	Hold	1,650	–	–	0.01%	465
2021 Q2	$30K	Hold	1,650	–	–	0.02%	457
2021 Q1	$30K	Hold	1,650	–	–	0.02%	432
2020 Q4	$27K	Sell	1,650 -1,000	-38%	-$16.2K	0.02%	422
2020 Q3	$42K	Hold	2,650	–	–	0.03%	316
2020 Q2	$41K	Sell	2,650 -850	-24%	-$11.8K	0.03%	300
2020 Q1	$47K	Hold	3,500	–	–	0.04%	263
2019 Q4	$69K	Buy	+3,500	New	+$69.5K	0.05%	241

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

Carmichael Hill & Associates's DSL Position: Q3 2024 in Review

Carmichael Hill & Associates held its DoubleLine Income Solutions Fund (DSL) position steady in Q3 2024 at 1,650 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #498.

Carmichael Hill & Associates first reported a position in DSL in Q4 2019 and has held it in 20 quarters since. The position peaked at $69K in Q4 2019. 176 funds tracked by Wall St. Rank hold DSL as of Q3 2024.

Carmichael Hill & Associates held 1,650 shares of DoubleLine Income Solutions Fund worth $21.4K as of Q3 2024.
Carmichael Hill & Associates left its DoubleLine Income Solutions Fund share count unchanged in Q3 2024.
DoubleLine Income Solutions Fund made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #498 holding.
Carmichael Hill & Associates first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's DoubleLine Income Solutions Fund position peaked at $69K in Q4 2019.
176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.