Washington Trust’s DoubleLine Income Solutions Fund DSL Stock Holding History

Washington Trust’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
2022 Q4	–	Sell	-4,565	Closed	-$49K	–	970
2022 Q3	$49K	Hold	4,565	–	–	﹤0.01%	396
2022 Q2	$55K	Hold	4,565	–	–	﹤0.01%	387
2022 Q1	$66K	Hold	4,565	–	–	﹤0.01%	382
2021 Q4	$74K	Hold	4,565	–	–	﹤0.01%	378
2021 Q3	$81K	Hold	4,565	–	–	﹤0.01%	436
2021 Q2	$83K	Hold	4,565	–	–	﹤0.01%	434
2021 Q1	$83K	Hold	4,565	–	–	﹤0.01%	420
2020 Q4	$76K	Hold	4,565	–	–	﹤0.01%	423
2020 Q3	$73K	Hold	4,565	–	–	﹤0.01%	381
2020 Q2	$70K	Hold	4,565	–	–	﹤0.01%	341
2020 Q1	$61K	Buy	+4,565	New	+$83.9K	﹤0.01%	364
2018 Q3	–	Sell	-3,820	Closed	-$76K	–	388
2018 Q2	$76K	Buy	+3,820	New	+$77.1K	﹤0.01%	353

Other funds holding DSL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Washington Trust's DSL Position: Q4 2022 in Review

Washington Trust sold out of DoubleLine Income Solutions Fund (DSL) in Q4 2022, closing a stake of 4,565 shares — an estimated $49K sold.

Washington Trust first reported a position in DSL in Q2 2018 and held it in 12 quarters. The position peaked at $83K in Q2 2021. 173 funds tracked by Wall St. Rank hold DSL as of Q4 2022.

Washington Trust reported no remaining DoubleLine Income Solutions Fund position as of Q4 2022 after selling out during the quarter.
Washington Trust sold 4,565 DoubleLine Income Solutions Fund shares in Q4 2022, an estimated $49K.
Washington Trust first reported a position in DoubleLine Income Solutions Fund in Q2 2018 and held it in 12 quarters.
Washington Trust's DoubleLine Income Solutions Fund position peaked at $83K in Q2 2021.
173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q4 2022.

Based on Washington Trust's 13F filing for Q4 2022, filed 8 Feb 2023.