CX Institutional’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

CX Institutional’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-300	Closed	-$5K	–	1218
2025 Q1	$5K	Buy	+300	New	+$4.7K	﹤0.01%	1061
2022 Q3	–	Sell	-1,068	Closed	-$17K	–	608
2022 Q2	$17K	Buy	+1,068	New	+$17.1K	﹤0.01%	869
2021 Q4	–	Sell	-1,068	Closed	-$21K	–	455
2021 Q3	$21K	Hold	1,068	–	–	﹤0.01%	731
2021 Q2	$21K	Buy	1,068 +768	+256%	+$15.2K	﹤0.01%	723
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	791
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	774
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	725
2020 Q2	$6K	Hold	300	–	–	﹤0.01%	641
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	541
2019 Q4	$6K	Hold	300	–	–	﹤0.01%	512
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	537
2019 Q2	$6K	Hold	300	–	–	﹤0.01%	567
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	515
2018 Q4	$6K	Buy	+300	New	+$5.82K	﹤0.01%	380

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CX Institutional's DBL Position: Q2 2025 in Review

CX Institutional sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q2 2025, closing a stake of 300 shares — an estimated $5K sold.

CX Institutional first reported a position in DBL in Q4 2018 and held it in 14 quarters. The position peaked at $21K in Q3 2021. 73 funds tracked by Wall St. Rank hold DBL as of Q2 2025.

CX Institutional reported no remaining DoubleLine Opportunistic Credit Fund position as of Q2 2025 after selling out during the quarter.
CX Institutional sold 300 DoubleLine Opportunistic Credit Fund shares in Q2 2025, an estimated $5K.
CX Institutional first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2018 and held it in 14 quarters.
CX Institutional's DoubleLine Opportunistic Credit Fund position peaked at $21K in Q3 2021.
73 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.