Csenge Advisory Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-10,182	Closed	-$119K	–	673
2023 Q3	$119K	Sell	10,182 -4,901	-32%	-$58.7K	0.01%	609
2023 Q2	$180K	Sell	15,083 -1,335	-8%	-$15.6K	0.01%	618
2023 Q1	$187K	Sell	16,418 -698	-4%	-$8.32K	0.01%	564
2022 Q4	$190K	Buy	17,116 +4,445	+35%	+$50.5K	0.01%	565
2022 Q3	$137K	Buy	12,671 +1,426	+13%	+$17.5K	0.01%	582
2022 Q2	$136K	Buy	+11,245	New	+$148K	0.01%	553

Other funds holding DSL

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Csenge Advisory Group's DSL Position: Q4 2023 in Review

Csenge Advisory Group sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2023, closing a stake of 10,182 shares — an estimated $119K sold.

Csenge Advisory Group first reported a position in DSL in Q2 2022 and held it in 6 quarters. The position peaked at $190K in Q4 2022. 176 funds tracked by Wall St. Rank hold DSL as of Q4 2023.

Csenge Advisory Group reported no remaining DoubleLine Income Solutions Fund position as of Q4 2023 after selling out during the quarter.
Csenge Advisory Group sold 10,182 DoubleLine Income Solutions Fund shares in Q4 2023, an estimated $119K.
Csenge Advisory Group first reported a position in DoubleLine Income Solutions Fund in Q2 2022 and held it in 6 quarters.
Csenge Advisory Group's DoubleLine Income Solutions Fund position peaked at $190K in Q4 2022.
176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.