American Economic Planning Group’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

American Economic Planning Group’s Portfolio TOTL Stock Details TOTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$941K	Buy	19,140 +114	+0.6%	+$5.6K	0.26%	40
2019 Q2	$934K	Buy	19,026 +707	+4%	+$34.2K	0.28%	40
2019 Q1	$886K	Buy	18,319 +1,839	+11%	+$87.8K	0.28%	37
2018 Q4	$781K	Buy	16,480 +52	+0.3%	+$2.44K	0.25%	37
2018 Q3	$776K	Buy	16,428 +486	+3%	+$23K	0.28%	31
2018 Q2	$758K	Buy	15,942 +256	+2%	+$12.2K	0.28%	31
2018 Q1	$752K	Buy	15,686 +2,535	+19%	+$122K	0.27%	36
2017 Q4	$640K	Buy	13,151 +582	+5%	+$28.5K	0.24%	37
2017 Q3	$619K	Buy	12,569 +384	+3%	+$18.9K	0.23%	34
2017 Q2	$600K	Sell	12,185 -919	-7%	-$45.2K	0.24%	32
2017 Q1	$640K	Buy	13,104 +1,128	+9%	+$54.9K	0.26%	29
2016 Q4	$596K	Buy	+11,976	New	+$589K	0.26%	25

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Economic Planning Group's TOTL Position: Q3 2019 in Review

American Economic Planning Group increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 0.6% in Q3 2019, buying an estimated $5.6K and bringing the position to 19,140 shares worth $941K. The position accounts for 0.26% of the portfolio, ranked #40.

American Economic Planning Group first reported a position in TOTL in Q4 2016 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

American Economic Planning Group held 19,140 shares of State Street DoubleLine Total Return Tactical ETF worth $941K as of Q3 2019.
American Economic Planning Group bought 114 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $5.6K.
State Street DoubleLine Total Return Tactical ETF made up 0.26% of American Economic Planning Group's portfolio in Q3 2019, its #40 holding.
American Economic Planning Group first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and has held it in 12 quarters since.
289 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.