CPW
DSL

Catalyst Private Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-9,494
Closed -$152K – 110
2020
Q3 		$152K Buy
+9,494
New +$152K 0.15% 61

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Catalyst Private Wealth sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2020, closing a stake of 9,494 shares — an estimated $152K sold.

Catalyst Private Wealth first reported a position in DSL in Q3 2020 and held it in 1 quarter. The position peaked at $152K in Q3 2020. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • Catalyst Private Wealth reported no remaining DoubleLine Income Solutions Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 9,494 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $152K.
  • Catalyst Private Wealth first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's DoubleLine Income Solutions Fund position peaked at $152K in Q3 2020.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

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