SFS
DSL

Stiles Financial Services’s DoubleLine Income Solutions Fund DSL Stock Holding History

Stiles Financial Services’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
2022
Q4 		– Sell
-12,081
Closed -$130K – 180
2022
Q3 		$130K Sell
12,081
-6,640
-35% -$81.5K 0.08% 162
2022
Q2 		$227K Buy
18,721
+351
+2% +$4.63K 0.14% 145
2022
Q1 		$267K Sell
18,370
-803
-4% -$12.1K 0.13% 147
2021
Q4 		$309K Buy
+19,173
New +$328K 0.15% 138

Other funds holding DSL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stiles Financial Services's DSL Position: Q4 2022 in Review

Stiles Financial Services sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2022, closing a stake of 12,081 shares — an estimated $130K sold.

Stiles Financial Services first reported a position in DSL in Q4 2021 and held it in 4 quarters. The position peaked at $309K in Q4 2021. 173 funds tracked by Wall St. Rank hold DSL as of Q4 2022.

  • Stiles Financial Services reported no remaining DoubleLine Income Solutions Fund position as of Q4 2022 after selling out during the quarter.
  • Stiles Financial Services sold 12,081 DoubleLine Income Solutions Fund shares in Q4 2022, an estimated $130K.
  • Stiles Financial Services first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and held it in 4 quarters.
  • Stiles Financial Services's DoubleLine Income Solutions Fund position peaked at $309K in Q4 2021.
  • 173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.