MA
DLY

MUFG Americas’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

MUFG Americas’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
Q4 		– Sell
-5,000
Closed -$67K – 200
2022
Q3 		$67K Buy
+5,000
New +$73.1K ﹤0.01% 469

Other funds holding DLY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

MUFG Americas's DLY Position: Q4 2022 in Review

MUFG Americas sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2022, closing a stake of 5,000 shares — an estimated $67K sold.

MUFG Americas first reported a position in DLY in Q3 2022 and held it in 1 quarter. The position peaked at $67K in Q3 2022. 58 funds tracked by Wall St. Rank hold DLY as of Q4 2022.

  • MUFG Americas reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 5,000 DoubleLine Yield Opportunities Fund shares in Q4 2022, an estimated $67K.
  • MUFG Americas first reported a position in DoubleLine Yield Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • MUFG Americas's DoubleLine Yield Opportunities Fund position peaked at $67K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.