EWA
DBL

EverSource Wealth Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-9,408
Closed -$149K – 3766
2024
Q3 		$149K Buy
9,408
+81
+0.9% +$1.27K 0.01% 657
2024
Q2 		$145K Buy
+9,327
New +$140K 0.01% 670

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's DBL Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2024, closing a stake of 9,408 shares — an estimated $149K sold.

EverSource Wealth Advisors first reported a position in DBL in Q2 2024 and held it in 2 quarters. The position peaked at $149K in Q3 2024. 75 funds tracked by Wall St. Rank hold DBL as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 9,408 DoubleLine Opportunistic Credit Fund shares in Q4 2024, an estimated $149K.
  • EverSource Wealth Advisors first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's DoubleLine Opportunistic Credit Fund position peaked at $149K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.