EverSource Wealth Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

EverSource Wealth Advisors’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
2024 Q4	–	Sell	-4,000	Closed	-$51.9K	–	3770
2024 Q3	$51.9K	Hold	4,000	–	–	﹤0.01%	1054
2024 Q2	$50.8K	Buy	+4,000	New	+$49.8K	﹤0.01%	1082
2023 Q3	–	Sell	-8	Closed	-$95	–	2541
2023 Q2	$95	Hold	8	–	–	﹤0.01%	2444
2023 Q1	$91	Hold	8	–	–	﹤0.01%	2335
2022 Q4	$89	Hold	8	–	–	﹤0.01%	2279
2022 Q3	$0	Buy	+8	New	+$98	﹤0.01%	2001

Other funds holding DSL

MGAM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

EverSource Wealth Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2024, closing a stake of 4,000 shares — an estimated $51.9K sold.

EverSource Wealth Advisors first reported a position in DSL in Q3 2022 and held it in 6 quarters. The position peaked at $51.9K in Q3 2024. 185 funds tracked by Wall St. Rank hold DSL as of Q4 2024.

EverSource Wealth Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 4,000 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $51.9K.
EverSource Wealth Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2022 and held it in 6 quarters.
EverSource Wealth Advisors's DoubleLine Income Solutions Fund position peaked at $51.9K in Q3 2024.
185 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.

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