Bartlett & Co Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bartlett & Co Wealth Management’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 Q1	–	Sell	-579	Closed	-$28.4K	–	898
2019 Q4	$28.4K	Buy	+579	New	+$28.4K	﹤0.01%	610

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

BCI

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

GFPC

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

CAI

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

Bartlett & Co Wealth Management's TOTL Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 579 shares — an estimated $28.4K sold.

Bartlett & Co Wealth Management first reported a position in TOTL in Q4 2019 and held it in 1 quarter. The position peaked at $28.4K in Q4 2019. 320 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 579 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $28.4K.
Bartlett & Co Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 1 quarter.
Bartlett & Co Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $28.4K in Q4 2019.
320 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.