OPS
DSL

Orion Portfolio Solutions’s DoubleLine Income Solutions Fund DSL Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-787
Closed -$12K – 842
2020
Q2 		$12K Sell
787
-232
-23% -$3.21K ﹤0.01% 1127
2020
Q1 		$14K Sell
1,019
-751
-42% -$13.8K ﹤0.01% 948
2019
Q4 		$35K Buy
+1,770
New +$35.1K ﹤0.01% 624

Other funds holding DSL

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's DSL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2020, closing a stake of 787 shares — an estimated $12K sold.

Orion Portfolio Solutions first reported a position in DSL in Q4 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 144 funds tracked by Wall St. Rank hold DSL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining DoubleLine Income Solutions Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 787 DoubleLine Income Solutions Fund shares in Q3 2020, an estimated $12K.
  • Orion Portfolio Solutions first reported a position in DoubleLine Income Solutions Fund in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's DoubleLine Income Solutions Fund position peaked at $35K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.