Hunter Associates Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Hunter Associates Investment Management’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
2020 Q4	–	Sell	-10,680	Closed	-$527K	–	203
2020 Q3	$527K	Hold	10,680	–	–	0.15%	107
2020 Q2	$529K	Buy	+10,680	New	+$523K	0.16%	102

Other funds holding TOTL

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAI

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

FWM

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Hunter Associates Investment Management's TOTL Position: Q4 2020 in Review

Hunter Associates Investment Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2020, closing a stake of 10,680 shares — an estimated $527K sold.

Hunter Associates Investment Management first reported a position in TOTL in Q2 2020 and held it in 2 quarters. The position peaked at $529K in Q2 2020. 362 funds tracked by Wall St. Rank hold TOTL as of Q4 2020.

Hunter Associates Investment Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2020 after selling out during the quarter.
Hunter Associates Investment Management sold 10,680 State Street DoubleLine Total Return Tactical ETF shares in Q4 2020, an estimated $527K.
Hunter Associates Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2020 and held it in 2 quarters.
Hunter Associates Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $529K in Q2 2020.
362 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2020.

Based on Hunter Associates Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.