Jamison Private Wealth Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Jamison Private Wealth 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 Q4	–	Sell	-1,000	Closed	-$16.6K	–	278
2024 Q3	$16.6K	Hold	1,000	–	–	﹤0.01%	314
2024 Q2	$15.8K	Hold	1,000	–	–	﹤0.01%	300
2024 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	306
2023 Q4	$14.9K	Hold	1,000	–	–	﹤0.01%	287
2023 Q3	$14.7K	Buy	+1,000	New	+$14.5K	﹤0.01%	282

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Jamison Private Wealth Management's DLY Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2024, closing a stake of 1,000 shares — an estimated $16.6K sold.

Jamison Private Wealth Management first reported a position in DLY in Q3 2023 and held it in 5 quarters. The position peaked at $16.6K in Q3 2024. 82 funds tracked by Wall St. Rank hold DLY as of Q4 2024.

Jamison Private Wealth Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,000 DoubleLine Yield Opportunities Fund shares in Q4 2024, an estimated $16.6K.
Jamison Private Wealth Management first reported a position in DoubleLine Yield Opportunities Fund in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's DoubleLine Yield Opportunities Fund position peaked at $16.6K in Q3 2024.
82 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.