CPW
DBL

Catalyst Private Wealth’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Catalyst Private Wealth’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
-4,706
Closed -$90K – 102
2020
Q3 		$90K Buy
+4,706
New +$90.4K 0.09% 88

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 $854M AUM 25.16% 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 $208M AUM 27.6% 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

Catalyst Private Wealth's DBL Position: Q4 2020 in Review

Catalyst Private Wealth sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2020, closing a stake of 4,706 shares — an estimated $90K sold.

Catalyst Private Wealth first reported a position in DBL in Q3 2020 and held it in 1 quarter. The position peaked at $90K in Q3 2020. 67 funds tracked by Wall St. Rank hold DBL as of Q4 2020.

  • Catalyst Private Wealth reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 4,706 DoubleLine Opportunistic Credit Fund shares in Q4 2020, an estimated $90K.
  • Catalyst Private Wealth first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's DoubleLine Opportunistic Credit Fund position peaked at $90K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.