TA
DSL

Tiedemann Advisors’s DoubleLine Income Solutions Fund DSL Stock Holding History

Tiedemann Advisors’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
2023
Q3 		$414K Hold
35,329
– – 0.02% 185
2023
Q2 		$421K Hold
35,329
– – 0.02% 171
2023
Q1 		$402K Sell
35,329
-800
-2% -$9.54K 0.02% 171
2022
Q4 		$401K Buy
36,129
+4,650
+15% +$52.8K 0.02% 172
2022
Q3 		$340K Buy
31,479
+8,748
+38% +$107K 0.02% 174
2022
Q2 		$275K Buy
+22,731
New +$300K 0.02% 191
2020
Q1 		– Sell
-13,665
Closed -$270K – 302
2019
Q4 		$270K Sell
13,665
-245
-2% -$4.86K 0.01% 258
2019
Q3 		$277K Hold
13,910
– – 0.01% 261
2019
Q2 		$278K Sell
13,910
-10,656
-43% -$215K 0.01% 244
2019
Q1 		$489K Buy
24,566
+250
+1% +$4.84K 0.02% 303
2018
Q4 		$420K Sell
24,316
-77,778
-76% -$1.45M 0.02% 311
2018
Q3 		$2.06M Sell
102,094
-55,569
-35% -$1.12M 0.12% 109
2018
Q2 		$3.15M Sell
157,663
-5,645
-3% -$114K 0.2% 81
2018
Q1 		$3.28M Sell
163,308
-16,175
-9% -$325K 0.22% 71
2017
Q4 		$3.63M Buy
179,483
+24,871
+16% +$512K 0.28% 52
2017
Q3 		$3.29M Buy
154,612
+6,973
+5% +$146K 0.3% 69
2017
Q2 		$3.05M Sell
147,639
-552,009
-79% -$11.4M 0.22% 86
2017
Q1 		$14M Sell
699,648
-144,259
-17% -$2.85M 1.18% 18
2016
Q4 		$16M Sell
843,907
-15,739
-2% -$292K 1.6% 14
2016
Q3 		$16.3M Buy
+859,646
New +$16.4M 3.39% 7

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors's DSL Position: Q3 2023 in Review

Tiedemann Advisors held its DoubleLine Income Solutions Fund (DSL) position steady in Q3 2023 at 35,329 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #185.

Tiedemann Advisors first reported a position in DSL in Q3 2016 and has held it in 20 quarters since. The position peaked at $16.3M in Q3 2016. 170 funds tracked by Wall St. Rank hold DSL as of Q3 2023.

  • Tiedemann Advisors held 35,329 shares of DoubleLine Income Solutions Fund worth $414K as of Q3 2023.
  • Tiedemann Advisors left its DoubleLine Income Solutions Fund share count unchanged in Q3 2023.
  • DoubleLine Income Solutions Fund made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #185 holding.
  • Tiedemann Advisors first reported a position in DoubleLine Income Solutions Fund in Q3 2016 and has held it in 20 quarters since.
  • Tiedemann Advisors's DoubleLine Income Solutions Fund position peaked at $16.3M in Q3 2016.
  • 170 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.