Salem Investment Counselors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Salem Investment Counselors’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
2024 Q4	–	Sell	-3,463	Closed	-$45K	–	1223
2024 Q3	$45K	Hold	3,463	–	–	﹤0.01%	602
2024 Q2	$43.4K	Buy	3,463 +30	+0.9%	+$373	﹤0.01%	591
2024 Q1	$43.6K	Buy	+3,433	New	+$43.1K	﹤0.01%	581
2014 Q3	–	Sell	-20,000	Closed	-$449K	–	286
2014 Q2	$449K	Hold	20,000	–	–	0.05%	202
2014 Q1	$424K	Hold	20,000	–	–	0.05%	208
2013 Q4	$422K	Sell	20,000 -80,000	-80%	-$1.65M	0.06%	197
2013 Q3	$2.19M	Hold	100,000	–	–	0.31%	79
2013 Q2	$2.32M	Buy	+100,000	New	+$2.44M	0.34%	78

Other funds holding DSL

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Salem Investment Counselors's DSL Position: Q4 2024 in Review

Salem Investment Counselors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2024, closing a stake of 3,463 shares — an estimated $45K sold.

Salem Investment Counselors first reported a position in DSL in Q2 2013 and held it in 8 quarters. The position peaked at $2.32M in Q2 2013. 185 funds tracked by Wall St. Rank hold DSL as of Q4 2024.

Salem Investment Counselors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2024 after selling out during the quarter.
Salem Investment Counselors sold 3,463 DoubleLine Income Solutions Fund shares in Q4 2024, an estimated $45K.
Salem Investment Counselors first reported a position in DoubleLine Income Solutions Fund in Q2 2013 and held it in 8 quarters.
Salem Investment Counselors's DoubleLine Income Solutions Fund position peaked at $2.32M in Q2 2013.
185 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2024.

Based on Salem Investment Counselors's 13F filing for Q4 2024, filed 13 Jan 2025.