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Clarfeld Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$243K Buy
+5,120
New +$241K 0.2% 40

Other funds holding TOTL

SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarfeld Financial Advisors's TOTL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2018: 5,120 shares worth $243K. The stake represents 0.2% of the portfolio and ranks #40 among its holdings.

286 funds tracked by Wall St. Rank hold TOTL as of Q4 2018.

  • Clarfeld Financial Advisors held 5,120 shares of State Street DoubleLine Total Return Tactical ETF worth $243K as of Q4 2018.
  • State Street DoubleLine Total Return Tactical ETF was a new Clarfeld Financial Advisors position in Q4 2018.
  • State Street DoubleLine Total Return Tactical ETF made up 0.2% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #40 holding.
  • 286 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.