Western Pacific Wealth Management’s DoubleLine Income Solutions Fund DSL Stock Holding History

Western Pacific Wealth 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
2022 Q3	–	Sell	-1,000	Closed	-$12K	–	235
2022 Q2	$12K	Hold	1,000	–	–	0.01%	142
2022 Q1	$14K	Hold	1,000	–	–	0.01%	157
2021 Q4	$16K	Buy	+1,000	New	+$17.1K	0.01%	160

Other funds holding DSL

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Western Pacific Wealth Management's DSL Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of DoubleLine Income Solutions Fund (DSL) in Q3 2022, closing a stake of 1,000 shares — an estimated $12K sold.

Western Pacific Wealth Management first reported a position in DSL in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 173 funds tracked by Wall St. Rank hold DSL as of Q3 2022.

Western Pacific Wealth Management reported no remaining DoubleLine Income Solutions Fund position as of Q3 2022 after selling out during the quarter.
Western Pacific Wealth Management sold 1,000 DoubleLine Income Solutions Fund shares in Q3 2022, an estimated $12K.
Western Pacific Wealth Management first reported a position in DoubleLine Income Solutions Fund in Q4 2021 and held it in 3 quarters.
Western Pacific Wealth Management's DoubleLine Income Solutions Fund position peaked at $16K in Q4 2021.
173 funds tracked by Wall St. Rank held DoubleLine Income Solutions Fund as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.