Global Trust Asset Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Global Trust Asset Management’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
2020 Q1	–	Sell	-705	Closed	-$35K	–	417
2019 Q4	$35K	Sell	705 -25	-3%	-$1.24K	0.02%	241
2019 Q3	$36K	Sell	730 -25	-3%	-$1.24K	0.02%	210
2019 Q2	$38K	Buy	755 +285	+61%	+$14.1K	0.03%	232
2019 Q1	$23K	Buy	+470	New	+$23K	0.02%	244

Other funds holding STOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Global Trust Asset Management's STOT Position: Q1 2020 in Review

Global Trust Asset Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2020, closing a stake of 705 shares — an estimated $35K sold.

Global Trust Asset Management first reported a position in STOT in Q1 2019 and held it in 4 quarters. The position peaked at $38K in Q2 2019. 40 funds tracked by Wall St. Rank hold STOT as of Q1 2020.

Global Trust Asset Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
Global Trust Asset Management sold 705 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2020, an estimated $35K.
Global Trust Asset Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2019 and held it in 4 quarters.
Global Trust Asset Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $38K in Q2 2019.
40 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2020.

Based on Global Trust Asset Management's 13F filing for Q1 2020, filed 6 Apr 2020.