SCM
DSL

Steele Capital Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Steele Capital Management’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
Q3 		– Sell
-14,166
Closed -$177K – 95
2024
Q2 		$177K Buy
14,166
+148
+1% +$1.84K 0.01% 170
2024
Q1 		$178K Buy
14,018
+270
+2% +$3.39K 0.01% 173
2023
Q4 		$168K Buy
+13,748
New +$158K 0.01% 161

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steele Capital Management's DSL Position: Q3 2024 in Review

Steele Capital Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2024, closing a stake of 14,166 shares — an estimated $177K sold.

Steele Capital Management first reported a position in DSL in Q4 2023 and held it in 3 quarters. The position peaked at $178K in Q1 2024. 176 funds tracked by Wall St. Rank hold DSL as of Q3 2024.

  • Steele Capital Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2024 after selling out during the quarter.
  • Steele Capital Management sold 14,166 DoubleLine Income Solutions Fund shares in Q3 2024, an estimated $177K.
  • Steele Capital Management first reported a position in DoubleLine Income Solutions Fund in Q4 2023 and held it in 3 quarters.
  • Steele Capital Management's DoubleLine Income Solutions Fund position peaked at $178K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.