Clear Harbor Asset Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Clear Harbor Asset Management’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	-120	Closed	-$5.88K	–	639
2019 Q4	$5.88K	Buy	+120	New	+$5.88K	﹤0.01%	656

Other funds holding TOTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $6.8B AUM 26.96% 1-Year Est. Return

Clear Harbor Asset Management's TOTL Position: Q1 2020 in Review

Clear Harbor Asset Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 120 shares — an estimated $5.88K sold.

Clear Harbor Asset Management first reported a position in TOTL in Q4 2019 and held it in 1 quarter. The position peaked at $5.88K in Q4 2019. 319 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

Clear Harbor Asset Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 120 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $5.88K.
Clear Harbor Asset Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 1 quarter.
Clear Harbor Asset Management's State Street DoubleLine Total Return Tactical ETF position peaked at $5.88K in Q4 2019.
319 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on Clear Harbor Asset Management's 13F filing for Q1 2020, filed 8 May 2020.