SF
DSL

Safeguard Financial’s DoubleLine Income Solutions Fund DSL Stock Holding History

Safeguard Financial’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
Q3 		– Sell
-3,595
Closed -$42K – 193
2023
Q2 		$42K Buy
+3,595
New +$41.9K 0.02% 171

Other funds holding DSL

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Safeguard Financial's DSL Position: Q3 2023 in Review

Safeguard Financial sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2023, closing a stake of 3,595 shares — an estimated $42K sold.

Safeguard Financial first reported a position in DSL in Q2 2023 and held it in 1 quarter. The position peaked at $42K in Q2 2023. 170 funds tracked by Wall St. Rank hold DSL as of Q3 2023.

  • Safeguard Financial reported no remaining DoubleLine Income Solutions Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 3,595 DoubleLine Income Solutions Fund shares in Q3 2023, an estimated $42K.
  • Safeguard Financial first reported a position in DoubleLine Income Solutions Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's DoubleLine Income Solutions Fund position peaked at $42K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.