Financial Management Professionals’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Financial Management Professionals’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
2019 Q3	–	Sell	-500	Closed	-$25K	–	352
2019 Q2	$25K	Hold	500	–	–	0.01%	132
2019 Q1	$24K	Hold	500	–	–	0.01%	119
2018 Q4	$24K	Hold	500	–	–	0.02%	112
2018 Q3	$24K	Hold	500	–	–	0.01%	119
2018 Q2	$24K	Hold	500	–	–	0.01%	119
2018 Q1	$24K	Buy	+500	New	+$24K	0.01%	122

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

BCI

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

MMA

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Management Professionals's TOTL Position: Q3 2019 in Review

Financial Management Professionals sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2019, closing a stake of 500 shares — an estimated $25K sold.

Financial Management Professionals first reported a position in TOTL in Q1 2018 and held it in 6 quarters. The position peaked at $25K in Q2 2019. 289 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

Financial Management Professionals reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2019 after selling out during the quarter.
Financial Management Professionals sold 500 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $25K.
Financial Management Professionals first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2018 and held it in 6 quarters.
Financial Management Professionals's State Street DoubleLine Total Return Tactical ETF position peaked at $25K in Q2 2019.
289 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on Financial Management Professionals's 13F filing for Q3 2019, filed 11 Oct 2019.