TC
DBL

Truvestments Capital’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Truvestments Capital’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
-2,500
Closed -$38.4K – 757
2023
Q4 		$38.4K Buy
+2,500
New +$36.5K 0.02% 352

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

Truvestments Capital's DBL Position: Q1 2024 in Review

Truvestments Capital sold out of DoubleLine Opportunistic Credit Fund (DBL) in Q1 2024, closing a stake of 2,500 shares — an estimated $38.4K sold.

Truvestments Capital first reported a position in DBL in Q4 2023 and held it in 1 quarter. The position peaked at $38.4K in Q4 2023. 62 funds tracked by Wall St. Rank hold DBL as of Q1 2024.

  • Truvestments Capital reported no remaining DoubleLine Opportunistic Credit Fund position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 2,500 DoubleLine Opportunistic Credit Fund shares in Q1 2024, an estimated $38.4K.
  • Truvestments Capital first reported a position in DoubleLine Opportunistic Credit Fund in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's DoubleLine Opportunistic Credit Fund position peaked at $38.4K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.