CP
DSL

Castleview Partners’s DoubleLine Income Solutions Fund DSL Stock Holding History

Castleview Partners’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
2023
Q3 		– Sell
-191
Closed -$2.27K – 695
2023
Q2 		$2.27K Hold
191
– – ﹤0.01% 573
2023
Q1 		$2.17K Hold
191
– – ﹤0.01% 567
2022
Q4 		$2.11K Buy
+191
New +$2.17K ﹤0.01% 512

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Castleview Partners's DSL Position: Q3 2023 in Review

Castleview Partners sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2023, closing a stake of 191 shares — an estimated $2.27K sold.

Castleview Partners first reported a position in DSL in Q4 2022 and held it in 3 quarters. The position peaked at $2.27K in Q2 2023. 170 funds tracked by Wall St. Rank hold DSL as of Q3 2023.

  • Castleview Partners reported no remaining DoubleLine Income Solutions Fund position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 191 DoubleLine Income Solutions Fund shares in Q3 2023, an estimated $2.27K.
  • Castleview Partners first reported a position in DoubleLine Income Solutions Fund in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's DoubleLine Income Solutions Fund position peaked at $2.27K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.