LDB
DSL

Lee, Danner & Bass’s DoubleLine Income Solutions Fund DSL Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-700
Closed -$8.8K – 343
2024
Q4 		$8.8K Buy
+700
New +$8.9K ﹤0.01% 545

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lee, Danner & Bass's DSL Position: Q1 2025 in Review

Lee, Danner & Bass sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2025, closing a stake of 700 shares — an estimated $8.8K sold.

Lee, Danner & Bass first reported a position in DSL in Q4 2024 and held it in 1 quarter. The position peaked at $8.8K in Q4 2024. 178 funds tracked by Wall St. Rank hold DSL as of Q1 2025.

  • Lee, Danner & Bass reported no remaining DoubleLine Income Solutions Fund position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 700 DoubleLine Income Solutions Fund shares in Q1 2025, an estimated $8.8K.
  • Lee, Danner & Bass first reported a position in DoubleLine Income Solutions Fund in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's DoubleLine Income Solutions Fund position peaked at $8.8K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.