SWP
DLY

Stratos Wealth Partners’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Stratos Wealth Partners’s Portfolio DLY Stock Details DLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,850
Closed -$170K – 1147
2022
Q2 		$170K Buy
+11,850
New +$183K ﹤0.01% 1100

Other funds holding DLY

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Stratos Wealth Partners's DLY Position: Q3 2022 in Review

Stratos Wealth Partners sold out of DoubleLine Yield Opportunities Fund (DLY) in Q3 2022, closing a stake of 11,850 shares — an estimated $170K sold.

Stratos Wealth Partners first reported a position in DLY in Q2 2022 and held it in 1 quarter. The position peaked at $170K in Q2 2022. 54 funds tracked by Wall St. Rank hold DLY as of Q3 2022.

  • Stratos Wealth Partners reported no remaining DoubleLine Yield Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,850 DoubleLine Yield Opportunities Fund shares in Q3 2022, an estimated $170K.
  • Stratos Wealth Partners first reported a position in DoubleLine Yield Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • Stratos Wealth Partners's DoubleLine Yield Opportunities Fund position peaked at $170K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.