SPC
DSL

Sigma Planning Corp’s DoubleLine Income Solutions Fund DSL Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-25,088
Closed -$307K – 1231
2023
Q4 		$307K Sell
25,088
-5,740
-19% -$66K 0.02% 612
2023
Q3 		$361K Buy
30,828
+5,074
+20% +$60.7K 0.01% 848
2023
Q2 		$307K Sell
25,754
-289
-1% -$3.37K 0.01% 926
2023
Q1 		$296K Buy
26,043
+8,772
+51% +$105K 0.01% 1002
2022
Q4 		$192K Sell
17,271
-2,280
-12% -$25.9K 0.01% 1138
2022
Q3 		$211K Sell
19,551
-462
-2% -$5.67K 0.01% 1096
2022
Q2 		$243K Sell
20,013
-4,459
-18% -$58.9K 0.01% 1086
2022
Q1 		$355K Buy
24,472
+603
+3% +$9.09K 0.01% 984
2021
Q4 		$385K Sell
23,869
-216
-0.9% -$3.69K 0.01% 961
2021
Q3 		$428K Sell
24,085
-6,625
-22% -$119K 0.01% 884
2021
Q2 		$556K Buy
30,710
+870
+3% +$15.8K 0.02% 787
2021
Q1 		$542K Sell
29,840
-12,480
-29% -$216K 0.02% 738
2020
Q4 		$702K Sell
42,320
-3,892
-8% -$63.2K 0.02% 558
2020
Q3 		$740K Buy
46,212
+5,816
+14% +$93.1K 0.03% 482
2020
Q2 		$621K Buy
40,396
+12,693
+46% +$176K 0.03% 512
2020
Q1 		$370K Buy
27,703
+5,227
+23% +$96K 0.02% 580
2019
Q4 		$444K Buy
22,476
+8,244
+58% +$164K 0.02% 637
2019
Q3 		$284K Buy
14,232
+512
+4% +$10.2K 0.01% 787
2019
Q2 		$274K Buy
13,720
+2,110
+18% +$42.5K 0.01% 774
2019
Q1 		$231K Buy
11,610
+202
+2% +$3.91K 0.01% 789
2018
Q4 		$198K Buy
+11,408
New +$212K 0.01% 771

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

Sigma Planning Corp's DSL Position: Q1 2024 in Review

Sigma Planning Corp sold out of DoubleLine Income Solutions Fund (DSL) in Q1 2024, closing a stake of 25,088 shares — an estimated $307K sold.

Sigma Planning Corp first reported a position in DSL in Q4 2018 and held it in 21 quarters. The position peaked at $740K in Q3 2020. 172 funds tracked by Wall St. Rank hold DSL as of Q1 2024.

  • Sigma Planning Corp reported no remaining DoubleLine Income Solutions Fund position as of Q1 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 25,088 DoubleLine Income Solutions Fund shares in Q1 2024, an estimated $307K.
  • Sigma Planning Corp first reported a position in DoubleLine Income Solutions Fund in Q4 2018 and held it in 21 quarters.
  • Sigma Planning Corp's DoubleLine Income Solutions Fund position peaked at $740K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.