Hochman Cole Investment Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$233K	Sell	4,816 -185	-4%	-$8.96K	0.09%	120
2021 Q2	$242K	Sell	5,001 -2,052	-29%	-$99.2K	0.1%	112
2021 Q1	$340K	Buy	+7,053	New	+$344K	0.14%	93

Other funds holding TOTL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

BCI

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

Hochman Cole Investment Advisors's TOTL Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3.7% in Q3 2021, selling an estimated $8.96K and leaving 4,816 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #120.

Hochman Cole Investment Advisors first reported a position in TOTL in Q1 2021 and has held it in 3 quarters since. The position peaked at $340K in Q1 2021. 359 funds tracked by Wall St. Rank hold TOTL as of Q3 2021.

Hochman Cole Investment Advisors held 4,816 shares of State Street DoubleLine Total Return Tactical ETF worth $233K as of Q3 2021.
Hochman Cole Investment Advisors sold 185 State Street DoubleLine Total Return Tactical ETF shares in Q3 2021, an estimated $8.96K.
State Street DoubleLine Total Return Tactical ETF made up 0.09% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #120 holding.
Hochman Cole Investment Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2021 and has held it in 3 quarters since.
Hochman Cole Investment Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $340K in Q1 2021.
359 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.