Key Financial Inc’s DoubleLine Income Solutions Fund DSL Stock Holding History

Key Financial Inc’s Portfolio DSL Stock Details DSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,500	Closed	-$43K	–	1128
2022 Q2	$43K	Buy	+3,500	New	+$46.2K	0.02%	388

Other funds holding DSL

MGAM

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Key Financial Inc's DSL Position: Q3 2022 in Review

Key Financial Inc sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2022, closing a stake of 3,500 shares — an estimated $43K sold.

Key Financial Inc first reported a position in DSL in Q2 2022 and held it in 1 quarter. The position peaked at $43K in Q2 2022. 173 funds tracked by Wall St. Rank hold DSL as of Q3 2022.

Key Financial Inc reported no remaining DoubleLine Income Solutions Fund position as of Q3 2022 after selling out during the quarter.
Key Financial Inc sold 3,500 DoubleLine Income Solutions Fund shares in Q3 2022, an estimated $43K.
Key Financial Inc first reported a position in DoubleLine Income Solutions Fund in Q2 2022 and held it in 1 quarter.
Key Financial Inc's DoubleLine Income Solutions Fund position peaked at $43K in Q2 2022.
173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2022.

Based on Key Financial Inc's 13F filing for Q3 2022, filed 28 Oct 2022.