HF
DBL

HRT Financial’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-14,694
Closed -$227K – 2666
2024
Q4 		$227K Buy
+14,694
New +$228K ﹤0.01% 1861

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HRT Financial's DBL Position: Q1 2025 in Review

HRT Financial sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 14,694 shares — an estimated $227K sold.

HRT Financial first reported a position in DBL in Q4 2024 and held it in 1 quarter. The position peaked at $227K in Q4 2024. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

  • HRT Financial reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 14,694 DoubleLine Opportunistic Credit Fund shares in Q1 2025, an estimated $227K.
  • HRT Financial first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and held it in 1 quarter.
  • HRT Financial's DoubleLine Opportunistic Credit Fund position peaked at $227K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.