Money Concepts Capital’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-300	Closed	-$3.94K	–	1071
2022 Q4	$3.94K	Hold	300	–	–	﹤0.01%	2449
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	1253
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	1202
2022 Q1	$5K	Buy	+300	New	+$5.26K	﹤0.01%	2189

Other funds holding DLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCM

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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Money Concepts Capital's DLY Position: Q1 2023 in Review

Money Concepts Capital sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2023, closing a stake of 300 shares — an estimated $3.94K sold.

Money Concepts Capital first reported a position in DLY in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 54 funds tracked by Wall St. Rank hold DLY as of Q1 2023.

Money Concepts Capital reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 300 DoubleLine Yield Opportunities Fund shares in Q1 2023, an estimated $3.94K.
Money Concepts Capital first reported a position in DoubleLine Yield Opportunities Fund in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's DoubleLine Yield Opportunities Fund position peaked at $5K in Q1 2022.
54 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.