Certified Advisory Corp’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Certified Advisory Corp’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
2020 Q1	–	Sell	-704	Closed	-$34K	–	831
2019 Q4	$34K	Buy	+704	New	+$34.5K	0.01%	376
2018 Q3	–	Sell	-300	Closed	-$14K	–	809
2018 Q2	$14K	Hold	300	–	–	0.01%	495
2018 Q1	$14K	Sell	300 -27,268	-99%	-$1.31M	0.01%	465
2017 Q4	$1.34M	Buy	+27,568	New	+$1.35M	0.96%	23

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

CAI

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

Certified Advisory Corp's TOTL Position: Q1 2020 in Review

Certified Advisory Corp sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 704 shares — an estimated $34K sold.

Certified Advisory Corp first reported a position in TOTL in Q4 2017 and held it in 4 quarters. The position peaked at $1.34M in Q4 2017. 320 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

Certified Advisory Corp reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
Certified Advisory Corp sold 704 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $34K.
Certified Advisory Corp first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and held it in 4 quarters.
Certified Advisory Corp's State Street DoubleLine Total Return Tactical ETF position peaked at $1.34M in Q4 2017.
320 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.