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Columbia Trust’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Columbia Trust’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
-4,930
Closed -$241K – 125
2019
Q4 		$241K Buy
+4,930
New +$242K 0.21% 117

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
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

Columbia Trust's TOTL Position: Q1 2020 in Review

Columbia Trust sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 4,930 shares — an estimated $241K sold.

Columbia Trust first reported a position in TOTL in Q4 2019 and held it in 1 quarter. The position peaked at $241K in Q4 2019. 320 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

  • Columbia Trust reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • Columbia Trust sold 4,930 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $241K.
  • Columbia Trust first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2019 and held it in 1 quarter.
  • Columbia Trust's State Street DoubleLine Total Return Tactical ETF position peaked at $241K in Q4 2019.
  • 320 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on Columbia Trust's 13F filing for Q1 2020, filed 6 May 2020.