Highlander Capital Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Highlander Capital Management’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 Q1	$61.4K	Sell	3,850 -500	-11%	-$7.7K	0.02%	356
2023 Q4	$64.7K	Hold	4,350	–	–	0.02%	350
2023 Q3	$64K	Buy	4,350 +1,000	+30%	+$14.5K	0.03%	342
2023 Q2	$49K	Buy	3,350 +2,350	+235%	+$33K	0.02%	325
2023 Q1	$14K	Buy	+1,000	New	+$14.1K	0.01%	474

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Highlander Capital Management's DLY Position: Q1 2024 in Review

Highlander Capital Management reduced its DoubleLine Yield Opportunities Fund (DLY) stake by 11% in Q1 2024, selling an estimated $7.7K and leaving 3,850 shares worth $61.4K. The position accounts for 0.02% of the portfolio, ranked #356.

Highlander Capital Management first reported a position in DLY in Q1 2023 and has held it in 5 quarters since. The position peaked at $64.7K in Q4 2023. 79 funds tracked by Wall St. Rank hold DLY as of Q1 2024.

Highlander Capital Management held 3,850 shares of DoubleLine Yield Opportunities Fund worth $61.4K as of Q1 2024.
Highlander Capital Management sold 500 DoubleLine Yield Opportunities Fund shares in Q1 2024, an estimated $7.7K.
DoubleLine Yield Opportunities Fund made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #356 holding.
Highlander Capital Management first reported a position in DoubleLine Yield Opportunities Fund in Q1 2023 and has held it in 5 quarters since.
Highlander Capital Management's DoubleLine Yield Opportunities Fund position peaked at $64.7K in Q4 2023.
79 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.