Next Financial Group’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Next Financial Group’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
2021 Q4	$30K	Buy	+1,600	New	+$30.5K	﹤0.01%	1714

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

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

PCM

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PFA

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

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

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Next Financial Group's DLY Position: Q4 2021 in Review

Next Financial Group opened a new position in DoubleLine Yield Opportunities Fund (DLY) in Q4 2021: 1,600 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1714 among its holdings.

50 funds tracked by Wall St. Rank hold DLY as of Q4 2021.

Next Financial Group held 1,600 shares of DoubleLine Yield Opportunities Fund worth $30K as of Q4 2021.
DoubleLine Yield Opportunities Fund was a new Next Financial Group position in Q4 2021.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1714 holding.
50 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.