TRCT
DBL

Tower Research Capital (TRC)’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Tower Research Capital (TRC)’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-220
Closed -$3.38K – 5900
2023
Q4 		$3.38K Buy
+220
New +$3.21K ﹤0.01% 5082
2018
Q2 		– Sell
-2,679
Closed -$58K – 3715
2018
Q1 		$58K Buy
+2,679
New +$58.1K 0.01% 1601
2016
Q4 		– Sell
-600
Closed -$15K – 3900
2016
Q3 		$15K Buy
600
+500
+500% +$13.4K ﹤0.01% 1782
2016
Q2 		$3K Buy
+100
New +$2.63K ﹤0.01% 3673
2015
Q3 		– Sell
-897
Closed -$21K – 4125
2015
Q2 		$21K Buy
897
+681
+315% +$16.6K ﹤0.01% 2051
2015
Q1 		$5K Sell
216
-1,239
-85% -$31.5K ﹤0.01% 3231
2014
Q4 		$36K Buy
+1,455
New +$35.3K ﹤0.01% 1220
2014
Q2 		– Sell
-82
Closed -$2K – 4117
2014
Q1 		$2K Buy
+82
New +$1.89K ﹤0.01% 3837
2013
Q4 		– Sell
-300
Closed -$7K – 4532
2013
Q3 		$7K Sell
300
-831
-73% -$19.4K ﹤0.01% 3432
2013
Q2 		$28K Buy
+1,131
New +$30.1K ﹤0.01% 1395

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $455M AUM 19.98% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Tower Research Capital (TRC)'s DBL Position: Q1 2024 in Review

Tower Research Capital (TRC) sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2024, closing a stake of 220 shares — an estimated $3.38K sold.

Tower Research Capital (TRC) first reported a position in DBL in Q2 2013 and held it in 10 quarters. The position peaked at $58K in Q1 2018. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2024.

  • Tower Research Capital (TRC) reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2024 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 220 DoubleLine Opportunistic Credit Fund shares in Q1 2024, an estimated $3.38K.
  • Tower Research Capital (TRC) first reported a position in DoubleLine Opportunistic Credit Fund in Q2 2013 and held it in 10 quarters.
  • Tower Research Capital (TRC)'s DoubleLine Opportunistic Credit Fund position peaked at $58K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2024, filed 15 May 2024.