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

Arlington 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
2019
Q1 		– Sell
-65,971
Closed -$3.13M – 77
2018
Q4 		$3.13M Buy
+65,971
New +$3.1M 1.33% 22

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Arlington Financial Advisors's TOTL Position: Q1 2019 in Review

Arlington Financial Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2019, closing a stake of 65,971 shares — an estimated $3.13M sold.

Arlington Financial Advisors first reported a position in TOTL in Q4 2018 and held it in 1 quarter. The position peaked at $3.13M in Q4 2018. 299 funds tracked by Wall St. Rank hold TOTL as of Q1 2019.

  • Arlington Financial Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 65,971 State Street DoubleLine Total Return Tactical ETF shares in Q1 2019, an estimated $3.13M.
  • Arlington Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 1 quarter.
  • Arlington Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $3.13M in Q4 2018.
  • 299 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2019.

Based on Arlington Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.