Global Wealth Management Investment Advisory’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Global Wealth Management Investment Advisory’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	-102	Closed	-$5K	–	734
2019 Q2	$5K	Sell	102 -129	-56%	-$6.25K	﹤0.01%	449
2019 Q1	$11K	Sell	231 -915	-80%	-$43.7K	0.01%	374
2018 Q4	$54K	Buy	+1,146	New	+$53.8K	0.03%	214

Other funds holding TOTL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's TOTL Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2019, closing a stake of 102 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in TOTL in Q4 2018 and held it in 3 quarters. The position peaked at $54K in Q4 2018. 289 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

Global Wealth Management Investment Advisory reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2019 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 102 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $5K.
Global Wealth Management Investment Advisory first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 3 quarters.
Global Wealth Management Investment Advisory's State Street DoubleLine Total Return Tactical ETF position peaked at $54K in Q4 2018.
289 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.