Beaumont Financial Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Beaumont Financial Advisors’s Portfolio STOT Stock Details STOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,286	Closed	-$513K	–	364
2020 Q4	$513K	Sell	10,286 -64,580	-86%	-$3.22M	0.05%	193
2020 Q3	$3.73M	Sell	74,866 -18,017	-19%	-$896K	0.36%	75
2020 Q2	$4.61M	Buy	+92,883	New	+$4.56M	0.48%	64

Other funds holding STOT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beaumont Financial Advisors's STOT Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2021, closing a stake of 10,286 shares — an estimated $513K sold.

Beaumont Financial Advisors first reported a position in STOT in Q2 2020 and held it in 3 quarters. The position peaked at $4.61M in Q2 2020. 38 funds tracked by Wall St. Rank hold STOT as of Q1 2021.

Beaumont Financial Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 10,286 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2021, an estimated $513K.
Beaumont Financial Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2020 and held it in 3 quarters.
Beaumont Financial Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $4.61M in Q2 2020.
38 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2021.

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