CSPIA
DBL

Cary Street Partners Investment Advisory’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-2,000
Closed -$38K – 462
2020
Q3 		$38K Buy
+2,000
New +$38.4K 0.01% 530

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Cary Street Partners Investment Advisory's DBL Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2020, closing a stake of 2,000 shares — an estimated $38K sold.

Cary Street Partners Investment Advisory first reported a position in DBL in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 67 funds tracked by Wall St. Rank hold DBL as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,000 DoubleLine Opportunistic Credit Fund shares in Q4 2020, an estimated $38K.
  • Cary Street Partners Investment Advisory first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's DoubleLine Opportunistic Credit Fund position peaked at $38K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.