Raleigh Capital Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Raleigh Capital Management’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
2025 Q1	–	Sell	-875	Closed	-$13.9K	–	689
2024 Q4	$13.9K	Hold	875	–	–	0.01%	544
2024 Q3	$14.5K	Hold	875	–	–	0.01%	505
2024 Q2	$13.8K	Hold	875	–	–	0.01%	507
2024 Q1	$13.9K	Hold	875	–	–	0.01%	490
2023 Q4	$13K	Buy	875 +175	+25%	+$2.52K	0.01%	524
2023 Q3	$10.3K	Buy	700 +340	+94%	+$4.95K	0.01%	507
2023 Q2	$5.23K	Buy	+360	New	+$5.06K	﹤0.01%	636

Other funds holding DLY

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

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

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

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

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

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Raleigh Capital Management's DLY Position: Q1 2025 in Review

Raleigh Capital Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q1 2025, closing a stake of 875 shares — an estimated $13.9K sold.

Raleigh Capital Management first reported a position in DLY in Q2 2023 and held it in 7 quarters. The position peaked at $14.5K in Q3 2024. 71 funds tracked by Wall St. Rank hold DLY as of Q1 2025.

Raleigh Capital Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 875 DoubleLine Yield Opportunities Fund shares in Q1 2025, an estimated $13.9K.
Raleigh Capital Management first reported a position in DoubleLine Yield Opportunities Fund in Q2 2023 and held it in 7 quarters.
Raleigh Capital Management's DoubleLine Yield Opportunities Fund position peaked at $14.5K in Q3 2024.
71 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.