TI
DLY

tru Independence’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-150
Closed -$3 – 456
2020
Q2 		$3 Buy
+150
New +$2.68K ﹤0.01% 760

Other funds holding DLY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

tru Independence's DLY Position: Q3 2020 in Review

tru Independence sold out of DoubleLine Yield Opportunities Fund (DLY) in Q3 2020, closing a stake of 150 shares — an estimated $3 sold.

tru Independence first reported a position in DLY in Q2 2020 and held it in 1 quarter. The position peaked at $3 in Q2 2020. 22 funds tracked by Wall St. Rank hold DLY as of Q3 2020.

  • tru Independence reported no remaining DoubleLine Yield Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 150 DoubleLine Yield Opportunities Fund shares in Q3 2020, an estimated $3.
  • tru Independence first reported a position in DoubleLine Yield Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • tru Independence's DoubleLine Yield Opportunities Fund position peaked at $3 in Q2 2020.
  • 22 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.