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

Ancora 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
2021 Q2	–	Sell	-1,025	Closed	-$49K	–	2009
2021 Q1	$49K	Hold	1,025	–	–	﹤0.01%	1077
2020 Q4	$51K	Hold	1,025	–	–	﹤0.01%	875
2020 Q3	$51K	Hold	1,025	–	–	﹤0.01%	851
2020 Q2	$51K	Hold	1,025	–	–	﹤0.01%	817
2020 Q1	$49K	Hold	1,025	–	–	﹤0.01%	886
2019 Q4	$50K	Buy	+1,025	New	+$50.2K	﹤0.01%	894
2018 Q4	–	Sell	-1,877	Closed	-$88K	–	1138
2018 Q3	$88K	Buy	+1,877	New	+$89K	﹤0.01%	783
2017 Q4	–	Sell	-4,407	Closed	-$217K	–	675
2017 Q3	$217K	Hold	4,407	–	–	0.01%	602
2017 Q2	$217K	Hold	4,407	–	–	0.01%	575
2017 Q1	$216K	Hold	4,407	–	–	0.01%	570
2016 Q4	$213K	Buy	+4,407	New	+$217K	0.02%	544

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

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

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

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

CAI

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

BCI

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ancora Advisors's TOTL Position: Q2 2021 in Review

Ancora Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2021, closing a stake of 1,025 shares — an estimated $49K sold.

Ancora Advisors first reported a position in TOTL in Q4 2016 and held it in 11 quarters. The position peaked at $217K in Q3 2017. 355 funds tracked by Wall St. Rank hold TOTL as of Q2 2021.

Ancora Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2021 after selling out during the quarter.
Ancora Advisors sold 1,025 State Street DoubleLine Total Return Tactical ETF shares in Q2 2021, an estimated $49K.
Ancora Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and held it in 11 quarters.
Ancora Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $217K in Q3 2017.
355 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2021.

Based on Ancora Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.