GJWM
DBL

Gilliland Jeter Wealth Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Gilliland Jeter Wealth Management’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
-1,097
Closed -$17.4K – 277
2024
Q3 		$17.4K Buy
1,097
+22
+2% +$346 0.01% 406
2024
Q2 		$16.5K Sell
1,075
-1,360
-56% -$20.5K 0.01% 402
2024
Q1 		$37.5K Buy
+2,435
New +$37.2K 0.01% 314

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

Gilliland Jeter Wealth Management's DBL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q4 2024, closing a stake of 1,097 shares — an estimated $17.4K sold.

Gilliland Jeter Wealth Management first reported a position in DBL in Q1 2024 and held it in 3 quarters. The position peaked at $37.5K in Q1 2024. 75 funds tracked by Wall St. Rank hold DBL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining DoubleLine Opportunistic Credit Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,097 DoubleLine Opportunistic Credit Fund shares in Q4 2024, an estimated $17.4K.
  • Gilliland Jeter Wealth Management first reported a position in DoubleLine Opportunistic Credit Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's DoubleLine Opportunistic Credit Fund position peaked at $37.5K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.