BB&T Investment Services’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

BB&T Investment Services’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	$20K	Buy	447 +360	+414%	+$17.6K	﹤0.01%	803
2017 Q3	$4K	Buy	+87	New	+$4.29K	﹤0.01%	979

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 $6.8B AUM 26.96% 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 $79.5B AUM 27.1% 1-Year Est. Return

BB&T Investment Services's TOTL Position: Q4 2017 in Review

BB&T Investment Services increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 414% in Q4 2017, buying an estimated $17.6K and bringing the position to 447 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

BB&T Investment Services first reported a position in TOTL in Q3 2017 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold TOTL as of Q4 2017.

BB&T Investment Services held 447 shares of State Street DoubleLine Total Return Tactical ETF worth $20K as of Q4 2017.
BB&T Investment Services bought 360 State Street DoubleLine Total Return Tactical ETF shares in Q4 2017, an estimated $17.6K.
State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #803 holding.
BB&T Investment Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2017 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.