CWM
DSL

Cedar Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Cedar Wealth Management’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
2021
Q1 		– Sell
-700
Closed -$12K – 244
2020
Q4 		$12K Hold
700
– – 0.01% 190
2020
Q3 		$11K Hold
700
– – 0.01% 188
2020
Q2 		$11K Sell
700
-1,130
-62% -$15.7K 0.01% 186
2020
Q1 		$24K Buy
+1,830
New +$33.6K 0.02% 151

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cedar Wealth Management's DSL Position: Q1 2021 in Review

Cedar Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2021, closing a stake of 700 shares — an estimated $12K sold.

Cedar Wealth Management first reported a position in DSL in Q1 2020 and held it in 4 quarters. The position peaked at $24K in Q1 2020. 151 funds tracked by Wall St. Rank hold DSL as of Q1 2021.

  • Cedar Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q1 2021 after selling out during the quarter.
  • Cedar Wealth Management sold 700 DoubleLine Income Solutions Fund shares in Q1 2021, an estimated $12K.
  • Cedar Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and held it in 4 quarters.
  • Cedar Wealth Management's DoubleLine Income Solutions Fund position peaked at $24K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2021.

Based on Cedar Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.