SSG
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Summit Securities Group’s DoubleLine Income Solutions Fund DSL Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-4,184
Closed -$53K – 623
2024
Q1 		$53K Buy
+4,184
New +$52.6K 0.01% 247
2023
Q2 		– Sell
-8,772
Closed -$100K – 933
2023
Q1 		$100K Buy
8,772
+4,509
+106% +$53.8K 0.01% 290
2022
Q4 		$47K Buy
+4,263
New +$48.4K ﹤0.01% 725

Other funds holding DSL

MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Securities Group's DSL Position: Q2 2024 in Review

Summit Securities Group sold out of DoubleLine Income Solutions Fund (DSL) in Q2 2024, closing a stake of 4,184 shares — an estimated $53K sold.

Summit Securities Group first reported a position in DSL in Q4 2022 and held it in 3 quarters. The position peaked at $100K in Q1 2023. 172 funds tracked by Wall St. Rank hold DSL as of Q2 2024.

  • Summit Securities Group reported no remaining DoubleLine Income Solutions Fund position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 4,184 DoubleLine Income Solutions Fund shares in Q2 2024, an estimated $53K.
  • Summit Securities Group first reported a position in DoubleLine Income Solutions Fund in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's DoubleLine Income Solutions Fund position peaked at $100K in Q1 2023.
  • 172 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.