CIBC Private Wealth Group
DLY

CIBC Private Wealth Group’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

CIBC Private Wealth Group’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$156K Sell
10,706
-2,109
-16% -$31K ﹤0.01% 1319
2025
Q3 		$193K Hold
12,815
– – ﹤0.01% 1201
2025
Q2 		$200K Buy
12,815
+3,356
+35% +$51.5K ﹤0.01% 1132
2025
Q1 		$138K Hold
9,459
– – ﹤0.01% 1221
2024
Q4 		$150K Sell
9,459
-910
-9% -$14.8K ﹤0.01% 1271
2024
Q3 		$172K Buy
10,369
+3,019
+41% +$49K ﹤0.01% 1262
2024
Q2 		$118K Hold
7,350
– – ﹤0.01% 1332
2024
Q1 		$117K Buy
+7,350
New +$113K ﹤0.01% 1331

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $4.46B AUM 29.63% 1-Year Est. Return