Beaumont Capital Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Beaumont Capital 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
2021 Q1	–	Sell	-62,684	Closed	-$3.09M	–	41
2020 Q4	$3.09M	Buy	+62,684	New	+$3.09M	3.09%	14

Other funds holding TOTL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAI

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

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beaumont Capital Management's TOTL Position: Q1 2021 in Review

Beaumont Capital Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2021, closing a stake of 62,684 shares — an estimated $3.09M sold.

Beaumont Capital Management first reported a position in TOTL in Q4 2020 and held it in 1 quarter. The position peaked at $3.09M in Q4 2020. 353 funds tracked by Wall St. Rank hold TOTL as of Q1 2021.

Beaumont Capital Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2021 after selling out during the quarter.
Beaumont Capital Management sold 62,684 State Street DoubleLine Total Return Tactical ETF shares in Q1 2021, an estimated $3.09M.
Beaumont Capital Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 1 quarter.
Beaumont Capital Management's State Street DoubleLine Total Return Tactical ETF position peaked at $3.09M in Q4 2020.
353 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2021.

Based on Beaumont Capital Management's 13F filing for Q1 2021, filed 4 May 2021.