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Doubleline Yield shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Doubleline Yield (DLY) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Doubleline Yield

Tip: Access up to 7 years of quarterly data

All positions including Doubleline Yield held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Doubleline Yield by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $356k 24k 14.73

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
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Ishares Tr Core Msci Total (IXUS)
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Flexshares Tr M Star Dev Mkt (TLTD)
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Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Doubleline Yield

Wells Fargo & Company
UBS Group
Royal Bank of Canada
HighTower Advisors
Penserra Capital Management
Ieq Capital
Bank of America Corporation
Consolidated Portfolio Review Corp
PFG Investments
Rockefeller Capital Management
Raymond James Financial Services Advisors
Captrust Financial Advisors
Stifel Financial
Evoke Wealth
Vivaldi Capital Management

View all funds holding Doubleline Yield