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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $6.8B AUM 26.96% 1-Year Est. Return

Cypress Wealth Services's TOTL Position: Q1 2020 in Review

Cypress Wealth Services sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 10,489 shares — an estimated $514K sold.

Cypress Wealth Services first reported a position in TOTL in Q4 2017 and held it in 9 quarters. The position peaked at $1.72M in Q4 2017. 319 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

Cypress Wealth Services reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 10,489 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $514K.
Cypress Wealth Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and held it in 9 quarters.
Cypress Wealth Services's State Street DoubleLine Total Return Tactical ETF position peaked at $1.72M in Q4 2017.
319 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.