SignatureFD’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

SignatureFD’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,250	Closed	-$65.9K	–	3347
2024 Q4	$65.9K	Buy	4,250 +89	+2%	+$1.38K	﹤0.01%	1425
2024 Q3	$65.8K	Buy	4,161 +88	+2%	+$1.38K	﹤0.01%	1432
2024 Q2	$62.6K	Buy	4,073 +88	+2%	+$1.32K	﹤0.01%	1403
2024 Q1	$61.5K	Buy	3,985 +86	+2%	+$1.31K	﹤0.01%	1436
2023 Q4	$59.9K	Buy	3,899 +88	+2%	+$1.28K	﹤0.01%	1377
2023 Q3	$55.6K	Buy	3,811 +86	+2%	+$1.24K	﹤0.01%	1341
2023 Q2	$54K	Buy	3,725 +83	+2%	+$1.21K	﹤0.01%	1381
2023 Q1	$51.6K	Buy	3,642 +81	+2%	+$1.21K	﹤0.01%	1373
2022 Q4	$52.9K	Buy	3,561 +79	+2%	+$1.15K	﹤0.01%	1341
2022 Q3	$50K	Buy	3,482 +72	+2%	+$1.12K	﹤0.01%	1266
2022 Q2	$53K	Buy	3,410 +68	+2%	+$1.09K	﹤0.01%	1256
2022 Q1	$56K	Buy	3,342 +70	+2%	+$1.24K	﹤0.01%	1315
2021 Q4	$63K	Buy	3,272 +55	+2%	+$1.06K	﹤0.01%	1226
2021 Q3	$63K	Buy	3,217 +54	+2%	+$1.07K	﹤0.01%	1188
2021 Q2	$63K	Buy	+3,163	New	+$62.5K	﹤0.01%	1166

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LWM

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

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

SignatureFD's DBL Position: Q1 2025 in Review

SignatureFD sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2025, closing a stake of 4,250 shares — an estimated $65.9K sold.

SignatureFD first reported a position in DBL in Q2 2021 and held it in 15 quarters. The position peaked at $65.9K in Q4 2024. 68 funds tracked by Wall St. Rank hold DBL as of Q1 2025.

SignatureFD reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2025 after selling out during the quarter.
SignatureFD sold 4,250 DoubleLine Opportunistic Credit Fund shares in Q1 2025, an estimated $65.9K.
SignatureFD first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2021 and held it in 15 quarters.
SignatureFD's DoubleLine Opportunistic Credit Fund position peaked at $65.9K in Q4 2024.
68 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.