FHA
STOT icon

Flagship Harbor Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Flagship Harbor Advisors’s Portfolio STOT Stock Details STOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,712
Closed -$585K – 637
2022
Q3 		$585K Buy
+12,712
New +$592K 0.07% 275

Other funds holding STOT

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $186M AUM 13.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Flagship Harbor Advisors's STOT Position: Q4 2022 in Review

Flagship Harbor Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2022, closing a stake of 12,712 shares — an estimated $585K sold.

Flagship Harbor Advisors first reported a position in STOT in Q3 2022 and held it in 1 quarter. The position peaked at $585K in Q3 2022. 41 funds tracked by Wall St. Rank hold STOT as of Q4 2022.

  • Flagship Harbor Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q4 2022 after selling out during the quarter.
  • Flagship Harbor Advisors sold 12,712 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q4 2022, an estimated $585K.
  • Flagship Harbor Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q3 2022 and held it in 1 quarter.
  • Flagship Harbor Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $585K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2022.

Based on Flagship Harbor Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.