CW
DSL

Channel Wealth’s DoubleLine Income Solutions Fund DSL Stock Holding History

Channel 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
2023
Q2 		– Sell
-11,735
Closed -$133K – 192
2023
Q1 		$133K Buy
+11,735
New +$140K 0.09% 196

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Channel Wealth's DSL Position: Q2 2023 in Review

Channel Wealth sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2023, closing a stake of 11,735 shares — an estimated $133K sold.

Channel Wealth first reported a position in DSL in Q1 2023 and held it in 1 quarter. The position peaked at $133K in Q1 2023. 165 funds tracked by Wall St. Rank hold DSL as of Q2 2023.

  • Channel Wealth reported no remaining DoubleLine Income Solutions Fund position as of Q2 2023 after selling out during the quarter.
  • Channel Wealth sold 11,735 DoubleLine Income Solutions Fund shares in Q2 2023, an estimated $133K.
  • Channel Wealth first reported a position in DoubleLine Income Solutions Fund in Q1 2023 and held it in 1 quarter.
  • Channel Wealth's DoubleLine Income Solutions Fund position peaked at $133K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2023.

Based on Channel Wealth's 13F filing for Q2 2023, filed 26 Jul 2023.