Braver Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$9.49M Sell
196,187
-7,470
-4% -$368K 1.54% 14
2016
Q3
$10.2M Buy
203,657
+10,829
+6% +$542K 1.71% 14
2016
Q2
$9.63M Buy
192,828
+31,272
+19% +$1.55M 1.64% 16
2016
Q1
$7.98M Buy
161,556
+44,623
+38% +$2.19M 1.31% 18
2015
Q4
$5.68M Buy
+116,933
New +$5.74M 1.17% 21

Other funds holding TOTL

Braver Wealth Management's TOTL Position: Q4 2016 in Review

Braver Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3.7% in Q4 2016, selling an estimated $368K and leaving 196,187 shares worth $9.49M. The position accounts for 1.54% of the portfolio, ranked #14.

Braver Wealth Management first reported a position in TOTL in Q4 2015 and has held it in 5 quarters since. The position peaked at $10.2M in Q3 2016. 192 funds tracked by Wall St. Rank hold TOTL as of Q4 2016.

  • Braver Wealth Management held 196,187 shares of State Street DoubleLine Total Return Tactical ETF worth $9.49M as of Q4 2016.
  • Braver Wealth Management sold 7,470 State Street DoubleLine Total Return Tactical ETF shares in Q4 2016, an estimated $368K.
  • State Street DoubleLine Total Return Tactical ETF made up 1.54% of Braver Wealth Management's portfolio in Q4 2016, its #14 holding.
  • Braver Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2015 and has held it in 5 quarters since.
  • Braver Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $10.2M in Q3 2016.
  • 192 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.