Koshinski Asset Management
DLY

Koshinski Asset Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-1,200
Closed -$20.1K – 908
2022
Q1 		$20.1K Hold
1,200
– – ﹤0.01% 1412
2021
Q4 		$22.4K Hold
1,200
– – ﹤0.01% 1407
2021
Q3 		$22.9K Buy
+1,200
New +$23.7K ﹤0.01% 1414

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Koshinski Asset Management's DLY Position: Q2 2022 in Review

Koshinski Asset Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q2 2022, closing a stake of 1,200 shares — an estimated $20.1K sold.

Koshinski Asset Management first reported a position in DLY in Q3 2021 and held it in 3 quarters. The position peaked at $22.9K in Q3 2021. 57 funds tracked by Wall St. Rank hold DLY as of Q2 2022.

  • Koshinski Asset Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 1,200 DoubleLine Yield Opportunities Fund shares in Q2 2022, an estimated $20.1K.
  • Koshinski Asset Management first reported a position in DoubleLine Yield Opportunities Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's DoubleLine Yield Opportunities Fund position peaked at $22.9K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.