CWM
DSL

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

Connecticut 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
Q2 		– Sell
-13,038
Closed -$237K – 200
2021
Q1 		$237K Buy
13,038
+12
+0.1% +$208 0.02% 150
2020
Q4 		$216K Buy
+13,026
New +$212K 0.02% 176

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connecticut Wealth Management's DSL Position: Q2 2021 in Review

Connecticut Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2021, closing a stake of 13,038 shares — an estimated $237K sold.

Connecticut Wealth Management first reported a position in DSL in Q4 2020 and held it in 2 quarters. The position peaked at $237K in Q1 2021. 159 funds tracked by Wall St. Rank hold DSL as of Q2 2021.

  • Connecticut Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q2 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 13,038 DoubleLine Income Solutions Fund shares in Q2 2021, an estimated $237K.
  • Connecticut Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and held it in 2 quarters.
  • Connecticut Wealth Management's DoubleLine Income Solutions Fund position peaked at $237K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.