FF
DLY

FourThought Financial’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

FourThought Financial’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,100
Closed -$58K – 1482
2021
Q4 		$58K Hold
3,100
– – 0.01% 621
2021
Q3 		$59K Hold
3,100
– – 0.01% 639
2021
Q2 		$62K Hold
3,100
– – 0.01% 633
2021
Q1 		$59K Hold
3,100
– – 0.01% 639
2020
Q4 		$57K Buy
+3,100
New +$55.6K 0.01% 636

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FourThought Financial's DLY Position: Q1 2022 in Review

FourThought Financial sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2022, closing a stake of 3,100 shares — an estimated $58K sold.

FourThought Financial first reported a position in DLY in Q4 2020 and held it in 5 quarters. The position peaked at $62K in Q2 2021. 52 funds tracked by Wall St. Rank hold DLY as of Q1 2022.

  • FourThought Financial reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 3,100 DoubleLine Yield Opportunities Fund shares in Q1 2022, an estimated $58K.
  • FourThought Financial first reported a position in DoubleLine Yield Opportunities Fund in Q4 2020 and held it in 5 quarters.
  • FourThought Financial's DoubleLine Yield Opportunities Fund position peaked at $62K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.