Cornerstone Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-84,150
Closed -$1.7M 1041
2018
Q3
$1.7M Buy
84,150
+1,122
+1% +$54.8K 0.02% 551
2018
Q2
$1.7M Buy
+83,028
New +$4.05M 0.02% 588

Other funds holding STOT

Cornerstone Wealth Management's STOT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2018, closing a stake of 84,150 shares — an estimated $1.7M sold.

Cornerstone Wealth Management first reported a position in STOT in Q2 2018 and held it in 2 quarters. The position peaked at $1.7M in Q3 2018. 21 funds tracked by Wall St. Rank hold STOT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 84,150 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2018, an estimated $1.7M.
  • Cornerstone Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.7M in Q3 2018.
  • 21 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.