Essex Savings Bank’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
2019
Q3
Sell
-200
Closed -$10K 566
2019
Q2
$10K Sell
200
-200
-50% -$9.69K ﹤0.01% 654
2019
Q1
$19K Sell
400
-100
-20% -$4.78K 0.01% 434
2018
Q4
$24K Buy
+500
New +$23.5K 0.02% 381

Other funds holding TOTL

Essex Savings Bank's TOTL Position: Q3 2019 in Review

Essex Savings Bank sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2019, closing a stake of 200 shares — an estimated $10K sold.

Essex Savings Bank first reported a position in TOTL in Q4 2018 and held it in 3 quarters. The position peaked at $24K in Q4 2018. 289 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

  • Essex Savings Bank reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 200 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $10K.
  • Essex Savings Bank first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's State Street DoubleLine Total Return Tactical ETF position peaked at $24K in Q4 2018.
  • 289 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.