MPWT
DBL

MassMutual Private Wealth & Trust’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

MassMutual Private Wealth & Trust’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
-396
Closed -$6.14K – 2379
2024
Q4 		$6.14K Buy
+396
New +$6.14K ﹤0.01% 1452

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

MassMutual Private Wealth & Trust's DBL Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 396 shares — an estimated $6.14K sold.

MassMutual Private Wealth & Trust first reported a position in DBL in Q4 2024 and held it in 1 quarter. The position peaked at $6.14K in Q4 2024. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 396 DoubleLine Opportunistic Credit Fund shares in Q1 2025, an estimated $6.14K.
  • MassMutual Private Wealth & Trust first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's DoubleLine Opportunistic Credit Fund position peaked at $6.14K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.