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Hartline Investment Corp’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-10,438
Closed -$166K – 187
2024
Q1 		$166K Buy
+10,438
New +$161K 0.03% 379

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HighTower Advisors
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IEQ Capital
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Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hartline Investment Corp's DLY Position: Q2 2024 in Review

Hartline Investment Corp sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2024, closing a stake of 10,438 shares — an estimated $166K sold.

Hartline Investment Corp first reported a position in DLY in Q1 2024 and held it in 1 quarter. The position peaked at $166K in Q1 2024. 74 funds tracked by Wall St. Rank hold DLY as of Q2 2024.

  • Hartline Investment Corp reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 10,438 DoubleLine Yield Opportunities Fund shares in Q2 2024, an estimated $166K.
  • Hartline Investment Corp first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's DoubleLine Yield Opportunities Fund position peaked at $166K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.