Gradient Investments’s DoubleLine Income Solutions Fund DSL Stock Holding History

Gradient Investments’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 Q4	–	Sell	-27	Closed	–	–	1540
2022 Q3	$0	Sell	27 -173	-87%	-$2.12K	﹤0.01%	1380
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	1037
2022 Q1	$3K	Sell	200 -723	-78%	-$10.9K	﹤0.01%	966
2021 Q4	$15K	Buy	923 +23	+3%	+$393	﹤0.01%	708
2021 Q3	$16K	Hold	900	–	–	﹤0.01%	679
2021 Q2	$16K	Hold	900	–	–	﹤0.01%	672
2021 Q1	$16K	Hold	900	–	–	﹤0.01%	660
2020 Q4	$14K	Hold	900	–	–	﹤0.01%	630
2020 Q3	$14K	Hold	900	–	–	﹤0.01%	634
2020 Q2	$14K	Hold	900	–	–	﹤0.01%	590
2020 Q1	$12K	Buy	900 +700	+350%	+$12.9K	﹤0.01%	612
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	844
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	822
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	793
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	668
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	775
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	766
2018 Q2	$4K	Sell	200 -162	-45%	-$3.27K	﹤0.01%	743
2018 Q1	$7K	Buy	362 +162	+81%	+$3.26K	﹤0.01%	677
2017 Q4	$4K	Buy	+200	New	+$4.12K	﹤0.01%	716

Other funds holding DSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

Gradient Investments's DSL Position: Q4 2022 in Review

Gradient Investments sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2022, closing a stake of 27 shares.

Gradient Investments first reported a position in DSL in Q4 2017 and held it in 20 quarters. The position peaked at $16K in Q3 2021. 173 funds tracked by Wall St. Rank hold DSL as of Q4 2022.

Gradient Investments reported no remaining DoubleLine Income Solutions Fund position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 27 DoubleLine Income Solutions Fund shares in Q4 2022.
Gradient Investments first reported a position in DoubleLine Income Solutions Fund in Q4 2017 and held it in 20 quarters.
Gradient Investments's DoubleLine Income Solutions Fund position peaked at $16K in Q3 2021.
173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.