Hefty Wealth Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.37M	Buy	49,407 +1,031	+2%	+$49.5K	1.53%	24
2017 Q4	$2.35M	Buy	48,376 +2,368	+5%	+$116K	1.46%	27
2017 Q3	$2.27M	Buy	46,008 +741	+2%	+$36.5K	1.5%	26
2017 Q2	$2.23M	Buy	45,267 +1,985	+5%	+$97.7K	1.52%	25
2017 Q1	$2.12M	Buy	43,282 +1,244	+3%	+$60.6K	1.54%	26
2016 Q4	$2.03M	Buy	+42,038	New	+$2.07M	1.7%	21

Other funds holding TOTL

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

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

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

LTFS

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

BCI

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

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Hefty Wealth Partners's TOTL Position: Q1 2018 in Review

Hefty Wealth Partners increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 2.1% in Q1 2018, buying an estimated $49.5K and bringing the position to 49,407 shares worth $2.37M. The position accounts for 1.53% of the portfolio, ranked #24.

Hefty Wealth Partners first reported a position in TOTL in Q4 2016 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold TOTL as of Q1 2018.

Hefty Wealth Partners held 49,407 shares of State Street DoubleLine Total Return Tactical ETF worth $2.37M as of Q1 2018.
Hefty Wealth Partners bought 1,031 State Street DoubleLine Total Return Tactical ETF shares in Q1 2018, an estimated $49.5K.
State Street DoubleLine Total Return Tactical ETF made up 1.53% of Hefty Wealth Partners's portfolio in Q1 2018, its #24 holding.
Hefty Wealth Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.