FourThought Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

FourThought Financial’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
2022 Q3	$3K	Buy	+232	New	+$2.85K	﹤0.01%	1247
2022 Q1	–	Sell	-1,000	Closed	-$16K	–	1487
2021 Q4	$16K	Hold	1,000	–	–	﹤0.01%	968
2021 Q3	$17K	Hold	1,000	–	–	﹤0.01%	985
2021 Q2	$18K	Hold	1,000	–	–	﹤0.01%	968
2021 Q1	$18K	Hold	1,000	–	–	﹤0.01%	922
2020 Q4	$16K	Buy	+1,000	New	+$16.2K	﹤0.01%	924

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FourThought Financial's DSL Position: Q3 2022 in Review

FourThought Financial opened a new position in DoubleLine Income Solutions Fund (DSL) in Q3 2022: 232 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: FourThought Financial previously reported a position in DSL as recently as Q4 2021.

FourThought Financial first reported a position in DSL in Q4 2020 and has held it in 6 quarters since. The position peaked at $18K in Q2 2021. 173 funds tracked by Wall St. Rank hold DSL as of Q3 2022.

FourThought Financial held 232 shares of DoubleLine Income Solutions Fund worth $3K as of Q3 2022.
DoubleLine Income Solutions Fund was a new FourThought Financial position in Q3 2022.
DoubleLine Income Solutions Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1247 holding.
FourThought Financial first reported a position in DoubleLine Income Solutions Fund in Q4 2020 and has held it in 6 quarters since.
FourThought Financial's DoubleLine Income Solutions Fund position peaked at $18K in Q2 2021.
173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.