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

Cypress Wealth 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 Q1	–	Sell	-14,339	Closed	-$697K	–	84
2017 Q4	$697K	Sell	14,339 -6,414	-31%	-$314K	0.67%	47
2017 Q3	$1.02M	Sell	20,753 -32,537	-61%	-$1.6M	1.65%	17
2017 Q2	$2.62M	Sell	53,290 -76,072	-59%	-$3.74M	3.06%	8
2017 Q1	$6.32M	Sell	129,362 -11,006	-8%	-$536K	2.88%	5
2016 Q4	$6.79M	Sell	140,368 -101,488	-42%	-$4.99M	3.1%	6
2016 Q3	$12.1M	Buy	241,856 +62,658	+35%	+$3.14M	5.47%	3
2016 Q2	$8.95M	Sell	179,198 -21,141	-11%	-$1.05M	4.42%	4
2016 Q1	$9.89M	Buy	200,339 +53,195	+36%	+$2.61M	4.53%	5
2015 Q4	$7.15M	Buy	147,144 +8,089	+6%	+$397K	3.62%	5
2015 Q3	$6.89M	Buy	139,055 +84,057	+153%	+$4.16M	3.73%	4
2015 Q2	$2.72M	Buy	+54,998	New	+$2.74M	1.59%	13

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Cypress Wealth Advisors's TOTL Position: Q1 2018 in Review

Cypress Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2018, closing a stake of 14,339 shares — an estimated $697K sold.

Cypress Wealth Advisors first reported a position in TOTL in Q2 2015 and held it in 11 quarters. The position peaked at $12.1M in Q3 2016. 257 funds tracked by Wall St. Rank hold TOTL as of Q1 2018.

Cypress Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2018 after selling out during the quarter.
Cypress Wealth Advisors sold 14,339 State Street DoubleLine Total Return Tactical ETF shares in Q1 2018, an estimated $697K.
Cypress Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2015 and held it in 11 quarters.
Cypress Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $12.1M in Q3 2016.
257 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2018.

Based on Cypress Wealth Advisors's 13F filing for Q1 2018, filed 16 May 2018.