CFGS
DSL

Concourse Financial Group Securities’s DoubleLine Income Solutions Fund DSL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-3,600
Closed -$45.7K – 542
2024
Q4 		$45.7K Hold
3,600
– – ﹤0.01% 1257
2024
Q3 		$46.7K Hold
3,600
– – ﹤0.01% 1208
2024
Q2 		$45.1K Sell
3,600
-1,000
-22% -$12.4K ﹤0.01% 1216
2024
Q1 		$58.4K Buy
4,600
+2,600
+130% +$32.7K ﹤0.01% 1118
2023
Q4 		$24.5K Hold
2,000
– – ﹤0.01% 1425
2023
Q3 		$23.4K Sell
2,000
-600
-23% -$7.18K ﹤0.01% 1391
2023
Q2 		$31K Hold
2,600
– – ﹤0.01% 1271
2023
Q1 		$29.6K Hold
2,600
– – ﹤0.01% 1317
2022
Q4 		$28.8K Hold
2,600
– – ﹤0.01% 1316
2022
Q3 		$28K Sell
2,600
-1,500
-37% -$18.4K ﹤0.01% 1171
2022
Q2 		$50K Hold
4,100
– – ﹤0.01% 1077
2022
Q1 		$60K Sell
4,100
-26,109
-86% -$394K ﹤0.01% 1074
2021
Q4 		$487K Buy
30,209
+6,751
+29% +$115K 0.03% 489
2021
Q3 		$417K Buy
23,458
+1,356
+6% +$24.3K 0.03% 504
2021
Q2 		$400K Buy
22,102
+571
+3% +$10.4K 0.03% 502
2021
Q1 		$391K Buy
21,531
+4,622
+27% +$80K 0.03% 477
2020
Q4 		$280K Sell
16,909
-4,310
-20% -$70K 0.02% 516
2020
Q3 		$340K Buy
21,219
+6,129
+41% +$98.1K 0.03% 413
2020
Q2 		$232K Buy
15,090
+5,479
+57% +$75.9K 0.02% 462
2020
Q1 		$128K Sell
9,611
-5,609
-37% -$103K 0.01% 578
2019
Q4 		$301K Buy
15,220
+4,290
+39% +$85.1K 0.03% 399
2019
Q3 		$218K Buy
10,930
+7,661
+234% +$153K 0.05% 268
2019
Q2 		$65K Buy
3,269
+1,206
+58% +$24.3K 0.01% 784
2019
Q1 		$41K Sell
2,063
-857
-29% -$16.6K ﹤0.01% 945
2018
Q4 		$50K Hold
2,920
– – 0.01% 814
2018
Q3 		$59K Buy
+2,920
New +$59.1K 0.02% 553

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concourse Financial Group Securities's DSL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 3,600 shares — an estimated $45.7K sold.

Concourse Financial Group Securities first reported a position in DSL in Q3 2018 and held it in 26 quarters. The position peaked at $487K in Q4 2021. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,600 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $45.7K.
  • Concourse Financial Group Securities first reported a position in DoubleLine Income Solutions Fund in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's DoubleLine Income Solutions Fund position peaked at $487K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.