MPWT
DSL

MassMutual Private Wealth & Trust’s DoubleLine Income Solutions Fund DSL Stock Holding History

MassMutual Private Wealth & Trust’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
2014
Q4 		– Sell
-1,600
Closed -$34.6K – 638
2014
Q3 		$34.6K Buy
+1,600
New +$34.7K 0.01% 398

Other funds holding DSL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

MassMutual Private Wealth & Trust's DSL Position: Q4 2014 in Review

MassMutual Private Wealth & Trust sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2014, closing a stake of 1,600 shares — an estimated $34.6K sold.

MassMutual Private Wealth & Trust first reported a position in DSL in Q3 2014 and held it in 1 quarter. The position peaked at $34.6K in Q3 2014. 94 funds tracked by Wall St. Rank hold DSL as of Q4 2014.

  • MassMutual Private Wealth & Trust reported no remaining DoubleLine Income Solutions Fund position as of Q4 2014 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,600 DoubleLine Income Solutions Fund shares in Q4 2014, an estimated $34.6K.
  • MassMutual Private Wealth & Trust first reported a position in DoubleLine Income Solutions Fund in Q3 2014 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's DoubleLine Income Solutions Fund position peaked at $34.6K in Q3 2014.
  • 94 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2014.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2014, filed 5 Feb 2015.