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Doubleline shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 265k 28.00
2023-12-31 $7.1M 268k 26.55

More positions owned by Clear Point Advisors

Schwab Us Large Cap Growth Etf Uie (SCHG)
Doubleline Shiller Cape Us Equts Etf Uie (CAPE)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Schwab Us Broad Market Etf Uie (SCHB)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p 500 Etf Uie (SPY)
Spdr S&p Midcap 400 Etf Uie (MDY)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Apple (AAPL)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Active Bond Etf Iv Uie (JBND)
Graniteshares Gold Etf Uie (BAR)
First Trust Senior Loan Etf Uie (FTSL)

View all positions for Clear Point Advisors

Top funds holding Doubleline

UBS Group
Waddell & Associates
Socha Financial Group
Walled Lake Planning & Wealth Management
Evensky & Katz
Santori & Peters
Clear Point Advisors
Csenge Advisory Group
Cambridge Investment Research Advisors
HF Advisory Group
Capital Investment Advisors
Bank Of Montreal
Carnick & Kubik
International Assets Investment Management
Citadel Advisors

View all funds holding Doubleline