Cabot Wealth Management’s State Street DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History

Cabot Wealth Management’s Portfolio EMTL Stock Details EMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,355	Closed	-$364K	–	124
2018 Q1	$364K	Hold	7,355	–	–	0.08%	101
2017 Q4	$371K	Sell	7,355 -750	-9%	-$38.3K	0.08%	102
2017 Q3	$415K	Hold	8,105	–	–	0.09%	98
2017 Q2	$409K	Hold	8,105	–	–	0.1%	104
2017 Q1	$401K	Hold	8,105	–	–	0.1%	108
2016 Q4	$396K	Hold	8,105	–	–	0.11%	114
2016 Q3	$427K	Buy	+8,105	New	+$424K	0.11%	114

Other funds holding EMTL

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Cabot Wealth Management's EMTL Position: Q2 2018 in Review

Cabot Wealth Management sold out of State Street DoubleLine Emerging Markets Fixed Income ETF (EMTL) in Q2 2018, closing a stake of 7,355 shares — an estimated $364K sold.

Cabot Wealth Management first reported a position in EMTL in Q3 2016 and held it in 7 quarters. The position peaked at $427K in Q3 2016. 19 funds tracked by Wall St. Rank hold EMTL as of Q2 2018.

Cabot Wealth Management reported no remaining State Street DoubleLine Emerging Markets Fixed Income ETF position as of Q2 2018 after selling out during the quarter.
Cabot Wealth Management sold 7,355 State Street DoubleLine Emerging Markets Fixed Income ETF shares in Q2 2018, an estimated $364K.
Cabot Wealth Management first reported a position in State Street DoubleLine Emerging Markets Fixed Income ETF in Q3 2016 and held it in 7 quarters.
Cabot Wealth Management's State Street DoubleLine Emerging Markets Fixed Income ETF position peaked at $427K in Q3 2016.
19 funds tracked by Wall St. Rank held State Street DoubleLine Emerging Markets Fixed Income ETF as of Q2 2018.

Based on Cabot Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.