CWS
TOTL icon

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

Cypress Wealth Services’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
-10,489
Closed -$514K – 275
2019
Q4 		$514K Sell
10,489
-5,381
-34% -$264K 0.13% 131
2019
Q3 		$781K Sell
15,870
-2,139
-12% -$105K 0.21% 107
2019
Q2 		$884K Sell
18,009
-556
-3% -$26.9K 0.26% 102
2019
Q1 		$898K Sell
18,565
-7,109
-28% -$339K 0.28% 92
2018
Q4 		$1.22M Sell
25,674
-4,679
-15% -$220K 0.48% 64
2018
Q3 		$1.43M Buy
30,353
+2,097
+7% +$99.4K 0.51% 58
2018
Q2 		$1.34M Sell
28,256
-5,970
-17% -$284K 0.51% 56
2018
Q1 		$1.64M Sell
34,226
-1,202
-3% -$57.7K 0.7% 44
2017
Q4 		$1.72M Buy
+35,428
New +$1.73M 0.72% 39

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