Westside Investment Management’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

Westside Investment Management’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
2022 Q4	–	Sell	-2,500	Closed	-$33.7K	–	809
2022 Q3	$33.7K	Hold	2,500	–	–	0.08%	150
2022 Q2	$43.5K	Hold	2,500	–	–	0.1%	135
2022 Q1	$43.5K	Hold	2,500	–	–	0.1%	135
2021 Q4	$49.5K	Hold	2,500	–	–	0.11%	124
2021 Q3	$49.5K	Hold	2,500	–	–	0.11%	123
2021 Q2	$50K	Hold	2,500	–	–	0.12%	120
2021 Q1	$47.9K	Buy	+2,500	New	+$47.8K	0.13%	113

Other funds holding DLY

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

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

PCM

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

HIG

Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Westside Investment Management's DLY Position: Q4 2022 in Review

Westside Investment Management sold out of DoubleLine Yield Opportunities Fund (DLY) in Q4 2022, closing a stake of 2,500 shares — an estimated $33.7K sold.

Westside Investment Management first reported a position in DLY in Q1 2021 and held it in 7 quarters. The position peaked at $50K in Q2 2021. 58 funds tracked by Wall St. Rank hold DLY as of Q4 2022.

Westside Investment Management reported no remaining DoubleLine Yield Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Westside Investment Management sold 2,500 DoubleLine Yield Opportunities Fund shares in Q4 2022, an estimated $33.7K.
Westside Investment Management first reported a position in DoubleLine Yield Opportunities Fund in Q1 2021 and held it in 7 quarters.
Westside Investment Management's DoubleLine Yield Opportunities Fund position peaked at $50K in Q2 2021.
58 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.