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DBL

Grove Bank & Trust’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Grove Bank & Trust’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
2023
Q1 		– Sell
-2,400
Closed -$36K – 730
2022
Q4 		$36K Buy
+2,400
New +$35K 0.01% 403

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Grove Bank & Trust's DBL Position: Q1 2023 in Review

Grove Bank & Trust sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2023, closing a stake of 2,400 shares — an estimated $36K sold.

Grove Bank & Trust first reported a position in DBL in Q4 2022 and held it in 1 quarter. The position peaked at $36K in Q4 2022. 65 funds tracked by Wall St. Rank hold DBL as of Q1 2023.

  • Grove Bank & Trust reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 2,400 DoubleLine Opportunistic Credit Fund shares in Q1 2023, an estimated $36K.
  • Grove Bank & Trust first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2022 and held it in 1 quarter.
  • Grove Bank & Trust's DoubleLine Opportunistic Credit Fund position peaked at $36K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2023.

Based on Grove Bank & Trust's 13F filing for Q1 2023, filed 10 May 2023.