York Bridge Wealth Partners, LLC Double Line Income Solutions Fund Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 21, 2019	SELL	$19.27 - $20.78 $96,350 - $103,900	-5,000 Closed	0 $0
Q2 2019 Jul 18, 2019	BUY	$19.43 - $20.44 $29,145 - $30,660	1,500 Added 42.86%	5,000 $100,000
Q1 2019 May 09, 2019	SELL	$17.78 - $19.97 $26,670 - $29,955	-1,500 Reduced 30.0%	3,500 $70,000
Q3 2018 Nov 14, 2018	BUY	$20.0 - $20.59 $30,000 - $30,885	1,500 Added 42.86%	5,000 $102,000
Q1 2018 May 15, 2018	BUY	$19.62 - $20.87 $49,050 - $52,175	2,500 Added 250.0%	3,500 $72,000
Q4 2017 Feb 12, 2018	SELL	$19.96 - $21.46 $29,940 - $32,190	-1,500 Reduced 60.0%	1,000 $20,000
Q3 2017 Oct 27, 2017	BUY	$20.2 - $21.47 $50,500 - $53,675	2,500	2,500 $53,000

Others Institutions Holding DSL

# of Institutions

190

Shares Held

23.6M

Call Options Held

1.4K

Put Options Held

11.3K

Mc Gowan Group Asset Management, Inc. Dallas, TX

3.55M
Shares

$44.4 Million
7.51% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$36.5 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

1.18M
Shares

$14.7 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

1.09M
Shares

$13.6 Million
0.0% of portfolio
Ubs Group Ag

1.01M
Shares

$12.7 Million
0.0% of portfolio

About DoubleLine Income Solutions Fund

Ticker DSL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
DoubleLine Funds - DoubleLine Income Solutions Fund is a closed end fixed income mutual fund launched and managed by DoubleLine Capital LP. The fund invests in fixed income markets across the globe. It primarily invests in debt securities issued by domestic or foreign corporate or other issuers, obligations of foreign sovereigns or their agencie...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.