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Canton Hathaway’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Canton Hathaway’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
Q3 		– Sell
-416
Closed -$20K – 306
2021
Q2 		$20K Buy
+416
New +$20.1K 0.01% 209

Other funds holding TOTL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Canton Hathaway's TOTL Position: Q3 2021 in Review

Canton Hathaway sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2021, closing a stake of 416 shares — an estimated $20K sold.

Canton Hathaway first reported a position in TOTL in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 359 funds tracked by Wall St. Rank hold TOTL as of Q3 2021.

  • Canton Hathaway reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2021 after selling out during the quarter.
  • Canton Hathaway sold 416 State Street DoubleLine Total Return Tactical ETF shares in Q3 2021, an estimated $20K.
  • Canton Hathaway first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2021 and held it in 1 quarter.
  • Canton Hathaway's State Street DoubleLine Total Return Tactical ETF position peaked at $20K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2021.

Based on Canton Hathaway's 13F filing for Q3 2021, filed 14 Oct 2021.