EE
DSL

EWG Elevate’s DoubleLine Income Solutions Fund DSL Stock Holding History

EWG Elevate’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
Q2 		– Sell
-16,950
Closed -$193K – 99
2023
Q1 		$193K Buy
16,950
+559
+3% +$6.67K 0.08% 85
2022
Q4 		$182K Buy
16,391
+329
+2% +$3.74K 0.09% 77
2022
Q3 		$173K Buy
16,062
+342
+2% +$4.2K 0.1% 70
2022
Q2 		$191K Buy
15,720
+299
+2% +$3.95K 0.09% 74
2022
Q1 		$224K Buy
15,421
+1,489
+11% +$22.4K 0.09% 78
2021
Q4 		$225K Buy
13,932
+354
+3% +$6.06K 0.11% 75
2021
Q3 		$241K Buy
13,578
+1,268
+10% +$22.7K 0.1% 77
2021
Q2 		$223K Buy
12,310
+825
+7% +$15K 0.09% 76
2021
Q1 		$209K Buy
11,485
+745
+7% +$12.9K 0.09% 70
2020
Q4 		$178K Buy
10,740
+243
+2% +$3.95K 0.08% 68
2020
Q3 		$168K Buy
+10,497
New +$168K 0.1% 64

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

EWG Elevate's DSL Position: Q2 2023 in Review

EWG Elevate sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2023, closing a stake of 16,950 shares — an estimated $193K sold.

EWG Elevate first reported a position in DSL in Q3 2020 and held it in 11 quarters. The position peaked at $241K in Q3 2021. 165 funds tracked by Wall St. Rank hold DSL as of Q2 2023.

  • EWG Elevate reported no remaining DoubleLine Income Solutions Fund position as of Q2 2023 after selling out during the quarter.
  • EWG Elevate sold 16,950 DoubleLine Income Solutions Fund shares in Q2 2023, an estimated $193K.
  • EWG Elevate first reported a position in DoubleLine Income Solutions Fund in Q3 2020 and held it in 11 quarters.
  • EWG Elevate's DoubleLine Income Solutions Fund position peaked at $241K in Q3 2021.
  • 165 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2023.

Based on EWG Elevate's 13F filing for Q2 2023, filed 12 Jul 2023.