Brian McDonald »

Doubleline shares owned by Brian McDonald

Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Doubleline

Tip: Access up to 7 years of quarterly data

All positions including Doubleline held by Brian McDonald 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 by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $285k 10k 28.00
2023-09-30 $31k 1.3k 23.67

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

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