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SeaBridge Investment Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

SeaBridge Investment Advisors’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
Q4 		– Sell
-1,530
Closed -$25K – 162
2020
Q3 		$25K Hold
1,530
– – 0.01% 195
2020
Q2 		$24K Hold
1,530
– – 0.01% 194
2020
Q1 		$20K Sell
1,530
-100
-6% -$1.84K 0.01% 198
2019
Q4 		$32K Hold
1,630
– – 0.01% 190
2019
Q3 		$32K Hold
1,630
– – 0.01% 197
2019
Q2 		$33K Hold
1,630
– – 0.01% 197
2019
Q1 		$32K Buy
1,630
+1,165
+251% +$22.6K 0.01% 194
2018
Q4 		$8K Sell
465
-86,113
-99% -$1.6M ﹤0.01% 225
2018
Q3 		$1.75M Sell
86,578
-4,890
-5% -$98.9K 0.45% 75
2018
Q2 		$1.83M Sell
91,468
-9,290
-9% -$188K 0.45% 74
2018
Q1 		$2.02M Sell
100,758
-910
-0.9% -$18.3K 0.45% 69
2017
Q4 		$2.05M Sell
101,668
-3,365
-3% -$69.2K 0.45% 71
2017
Q3 		$2.23M Buy
105,033
+830
+0.8% +$17.3K 0.52% 68
2017
Q2 		$2.15M Buy
104,203
+490
+0.5% +$10.1K 0.52% 70
2017
Q1 		$2.08M Sell
103,713
-4,040
-4% -$79.9K 0.5% 71
2016
Q4 		$2.05M Buy
107,753
+58,953
+121% +$1.09M 0.49% 73
2016
Q3 		$935K Hold
48,800
– – 0.23% 105
2016
Q2 		$895K Buy
48,800
+6,365
+15% +$114K 0.23% 113
2016
Q1 		$713K Buy
42,435
+39,035
+1,148% +$623K 0.17% 122
2015
Q4 		$55K Buy
3,400
+200
+6% +$3.42K 0.01% 171
2015
Q3 		$55K Hold
3,200
– – 0.01% 168
2015
Q2 		$63K Buy
3,200
+2,680
+515% +$54.3K 0.01% 162
2015
Q1 		$10K Sell
520
-3,640
-88% -$72.7K ﹤0.01% 205
2014
Q4 		$83K Buy
+4,160
New +$86.7K 0.02% 168

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaBridge Investment Advisors's DSL Position: Q4 2020 in Review

SeaBridge Investment Advisors sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2020, closing a stake of 1,530 shares — an estimated $25K sold.

SeaBridge Investment Advisors first reported a position in DSL in Q4 2014 and held it in 24 quarters. The position peaked at $2.23M in Q3 2017. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • SeaBridge Investment Advisors reported no remaining DoubleLine Income Solutions Fund position as of Q4 2020 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 1,530 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $25K.
  • SeaBridge Investment Advisors first reported a position in DoubleLine Income Solutions Fund in Q4 2014 and held it in 24 quarters.
  • SeaBridge Investment Advisors's DoubleLine Income Solutions Fund position peaked at $2.23M in Q3 2017.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.