TIM
DSL

Triad Investment Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Triad Investment Management’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
2020
Q4 		$373K Sell
22,525
-31
-0.1% -$504 0.41% 39
2020
Q3 		$361K Sell
22,556
-1,204
-5% -$19.3K 0.51% 35
2020
Q2 		$365K Sell
23,760
-746
-3% -$10.3K 0.49% 37
2020
Q1 		$327K Buy
+24,506
New +$450K 0.57% 35

Other funds holding DSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Triad Investment Management's DSL Position: Q4 2020 in Review

Triad Investment Management reduced its DoubleLine Income Solutions Fund (DSL) stake by 0.14% in Q4 2020, selling an estimated $504 and leaving 22,525 shares worth $373K. The position accounts for 0.41% of the portfolio, ranked #39.

Triad Investment Management first reported a position in DSL in Q1 2020 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold DSL as of Q4 2020.

  • Triad Investment Management held 22,525 shares of DoubleLine Income Solutions Fund worth $373K as of Q4 2020.
  • Triad Investment Management sold 31 DoubleLine Income Solutions Fund shares in Q4 2020, an estimated $504.
  • DoubleLine Income Solutions Fund made up 0.41% of Triad Investment Management's portfolio in Q4 2020, its #39 holding.
  • Triad Investment Management first reported a position in DoubleLine Income Solutions Fund in Q1 2020 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.