DOUBLELINE OPPORTUNISTIC CR's ticker is DBL and the CUSIP is 258623107. A total of 67 filers reported holding DOUBLELINE OPPORTUNISTIC CR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $150,073 | -24.6% | 10,343 | -26.3% | 0.04% | -31.1% |
| Q1 2023 | $199,033 | -3.5% | 14,036 | +1.0% | 0.06% | -11.6% |
| Q4 2022 | $206,278 | +3.7% | 13,891 | +1.0% | 0.07% | -2.8% |
| Q3 2022 | $199,000 | -17.1% | 13,748 | -10.7% | 0.07% | -13.4% |
| Q2 2022 | $240,000 | -6.2% | 15,400 | +0.8% | 0.08% | +15.5% |
| Q1 2022 | $256,000 | +9.4% | 15,273 | +25.2% | 0.07% | +20.3% |
| Q4 2021 | $234,000 | -2.1% | 12,197 | +0.5% | 0.06% | -7.8% |
| Q3 2021 | $239,000 | -1.6% | 12,138 | +0.4% | 0.06% | -1.5% |
| Q2 2021 | $243,000 | +2.5% | 12,089 | +0.4% | 0.06% | -1.5% |
| Q1 2021 | $237,000 | +0.4% | 12,041 | +0.4% | 0.07% | -9.6% |
| Q4 2020 | $236,000 | +4.0% | 11,994 | +0.8% | 0.07% | -11.0% |
| Q3 2020 | $227,000 | -33.8% | 11,894 | -34.3% | 0.08% | -35.4% |
| Q2 2020 | $343,000 | +3.9% | 18,100 | -6.2% | 0.13% | -24.9% |
| Q1 2020 | $330,000 | -14.9% | 19,299 | +2.6% | 0.17% | +40.8% |
| Q4 2019 | $388,000 | – | 18,806 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| R.P. Boggs & Co. | 245,538 | $4,825,000 | 3.33% |
| Family Management Corp | 236,969 | $4,656,000 | 1.60% |
| Shaker Financial Services, LLC | 147,011 | $2,889,000 | 1.20% |
| Aviance Capital Partners, LLC | 270,296 | $5,311,000 | 1.07% |
| Intellectus Partners, LLC | 170,531 | $3,351,000 | 1.00% |
| SIT INVESTMENT ASSOCIATES INC | 1,796,450 | $35,300,000 | 0.96% |
| ArchPoint Investors | 150,278 | $2,953,000 | 0.82% |
| Kercheville Advisors, LLC | 71,712 | $1,417,000 | 0.77% |
| Secure Asset Management, LLC | 40,089 | $788,000 | 0.46% |
| Measured Wealth Private Client Group, LLC | 44,233 | $869,000 | 0.36% |