American Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

American Financial Advisors’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
2020 Q2	–	Sell	-4,213	Closed	-$204K	–	109
2020 Q1	$204K	Sell	4,213 -335	-7%	-$16.4K	0.04%	90
2019 Q4	$224K	Sell	4,548 -4,467	-50%	-$219K	0.04%	84
2019 Q3	$444K	Sell	9,015 -8,890	-50%	-$437K	0.08%	59
2019 Q2	$878K	Sell	17,905 -18,171	-50%	-$880K	0.17%	50
2019 Q1	$1.74M	Sell	36,076 -18,243	-34%	-$871K	0.36%	39
2018 Q4	$2.57M	Buy	+54,319	New	+$2.55M	0.56%	32

Other funds holding TOTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Financial Advisors's TOTL Position: Q2 2020 in Review

American Financial Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2020, closing a stake of 4,213 shares — an estimated $204K sold.

American Financial Advisors first reported a position in TOTL in Q4 2018 and held it in 6 quarters. The position peaked at $2.57M in Q4 2018. 314 funds tracked by Wall St. Rank hold TOTL as of Q2 2020.

American Financial Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2020 after selling out during the quarter.
American Financial Advisors sold 4,213 State Street DoubleLine Total Return Tactical ETF shares in Q2 2020, an estimated $204K.
American Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 6 quarters.
American Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $2.57M in Q4 2018.
314 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2020.

Based on American Financial Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.