Cascadia Advisory Services’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Cascadia Advisory Services’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
2021 Q2	–	Sell	-10,000	Closed	-$197K	–	243
2021 Q1	$197K	Buy	+10,000	New	+$198K	0.04%	222

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Family Management New York $975M AUM 23.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cascadia Advisory Services's DBL Position: Q2 2021 in Review

Cascadia Advisory Services sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2021, closing a stake of 10,000 shares — an estimated $197K sold.

Cascadia Advisory Services first reported a position in DBL in Q1 2021 and held it in 1 quarter. The position peaked at $197K in Q1 2021. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2021.

Cascadia Advisory Services reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 10,000 DoubleLine Opportunistic Credit Fund shares in Q2 2021, an estimated $197K.
Cascadia Advisory Services first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2021 and held it in 1 quarter.
Cascadia Advisory Services's DoubleLine Opportunistic Credit Fund position peaked at $197K in Q1 2021.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.