OLVIG
DSL

Oliver Lagore Vanvalin Investment Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-3,806
Closed -$44.6K – 794
2023
Q3 		$44.6K Sell
3,806
-194
-5% -$2.32K 0.02% 253
2023
Q2 		$47.6K Buy
+4,000
New +$46.6K 0.02% 256

Other funds holding DSL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DSL Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2023, closing a stake of 3,806 shares — an estimated $44.6K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in DSL in Q2 2023 and held it in 2 quarters. The position peaked at $47.6K in Q2 2023. 176 funds tracked by Wall St. Rank hold DSL as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining DoubleLine Income Solutions Fund position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 3,806 DoubleLine Income Solutions Fund shares in Q4 2023, an estimated $44.6K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in DoubleLine Income Solutions Fund in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's DoubleLine Income Solutions Fund position peaked at $47.6K in Q2 2023.
  • 176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.