Avantax Planning Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Avantax Planning Partners’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
2017 Q4	–	Sell	-7,825	Closed	-$386K	–	352
2017 Q3	$386K	Buy	+7,825	New	+$386K	0.03%	244

Other funds holding TOTL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

LTFS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's TOTL Position: Q4 2017 in Review

Avantax Planning Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2017, closing a stake of 7,825 shares — an estimated $386K sold.

Avantax Planning Partners first reported a position in TOTL in Q3 2017 and held it in 1 quarter. The position peaked at $386K in Q3 2017. 267 funds tracked by Wall St. Rank hold TOTL as of Q4 2017.

Avantax Planning Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2017 after selling out during the quarter.
Avantax Planning Partners sold 7,825 State Street DoubleLine Total Return Tactical ETF shares in Q4 2017, an estimated $386K.
Avantax Planning Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2017 and held it in 1 quarter.
Avantax Planning Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $386K in Q3 2017.
267 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.