Crewe Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Crewe Advisors’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
2021 Q2	–	Sell	-7,500	Closed	-$144K	–	462
2021 Q1	$144K	Buy	+7,500	New	+$143K	0.04%	78

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Crewe Advisors's DLY Position: Q2 2021 in Review

Crewe Advisors sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2021, closing a stake of 7,500 shares — an estimated $144K sold.

Crewe Advisors first reported a position in DLY in Q1 2021 and held it in 1 quarter. The position peaked at $144K in Q1 2021. 38 funds tracked by Wall St. Rank hold DLY as of Q2 2021.

Crewe Advisors reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Crewe Advisors sold 7,500 DoubleLine Yield Opportunities Fund shares in Q2 2021, an estimated $144K.
Crewe Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q1 2021 and held it in 1 quarter.
Crewe Advisors's DoubleLine Yield Opportunities Fund position peaked at $144K in Q1 2021.
38 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2021.

Based on Crewe Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.