Constellation Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,715
Closed -$283K 142
2015
Q2
$283K Buy
+5,715
New +$285K 0.02% 164

Other funds holding TOTL

Constellation Wealth Advisors's TOTL Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2015, closing a stake of 5,715 shares — an estimated $283K sold.

Constellation Wealth Advisors first reported a position in TOTL in Q2 2015 and held it in 1 quarter. The position peaked at $283K in Q2 2015. 110 funds tracked by Wall St. Rank hold TOTL as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 5,715 State Street DoubleLine Total Return Tactical ETF shares in Q3 2015, an estimated $283K.
  • Constellation Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2015 and held it in 1 quarter.
  • Constellation Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $283K in Q2 2015.
  • 110 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.