Cape Investment Advisory »

Doubleline Opportunistic Cr shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Doubleline Opportunistic Cr (DBL) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Doubleline Opportunistic Cr

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Opportunistic Cr held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Doubleline Opportunistic Cr by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 852 15.36
2023-09-30 $35k 2.4k 14.58
2023-06-30 $34k 2.4k 14.51
2023-03-31 $93k 6.5k 14.18

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding Doubleline Opportunistic Cr

UBS Group
Twelve Points Wealth Management
Wells Fargo & Company
Janney Montgomery Scott
Intellectus Partners
Gridiron Partners
Royal Bank of Canada
International Assets Investment Management
Raymond James & Associates
Stifel Financial
Bank of America Corporation
Guggenheim Capital, LLC Managers
Ignite Planners
Aviance Capital Partners
Horizon Kinetics Asset Management

View all funds holding Doubleline Opportunistic Cr