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Ground Swell Capital’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Ground Swell Capital’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
2023
Q1 		– Sell
-14,986
Closed -$197K – 66
2022
Q4 		$197K Buy
+14,986
New +$202K 0.87% 39

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Ground Swell Capital's DLY Position: Q1 2023 in Review

Ground Swell Capital sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2023, closing a stake of 14,986 shares — an estimated $197K sold.

Ground Swell Capital first reported a position in DLY in Q4 2022 and held it in 1 quarter. The position peaked at $197K in Q4 2022. 54 funds tracked by Wall St. Rank hold DLY as of Q1 2023.

  • Ground Swell Capital reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Ground Swell Capital sold 14,986 DoubleLine Yield Opportunities Fund shares in Q1 2023, an estimated $197K.
  • Ground Swell Capital first reported a position in DoubleLine Yield Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Ground Swell Capital's DoubleLine Yield Opportunities Fund position peaked at $197K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2023.

Based on Ground Swell Capital's 13F filing for Q1 2023, filed 8 May 2023.