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

Hutchens 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
2017 Q4	$482K	Hold	9,925	–	–	0.46%	53
2017 Q3	$489K	Sell	9,925 -3,025	-23%	-$149K	0.44%	56
2017 Q2	$637K	Hold	12,950	–	–	0.55%	53
2017 Q1	$632K	Buy	+12,950	New	+$631K	0.56%	53
2016 Q4	–	Sell	-14,725	Closed	-$739K	–	66
2016 Q3	$739K	Buy	14,725 +3,100	+27%	+$155K	0.7%	50
2016 Q2	$580K	Buy	11,625 +1,000	+9%	+$49.5K	0.56%	52
2016 Q1	$524K	Hold	10,625	–	–	0.53%	50
2015 Q4	$516K	Sell	10,625 -1,000	-9%	-$49.1K	0.51%	48
2015 Q3	$576K	Hold	11,625	–	–	0.61%	43
2015 Q2	$576K	Buy	+11,625	New	+$579K	0.54%	48

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

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

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

CAI

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hutchens Investment Management's TOTL Position: Q4 2017 in Review

Hutchens Investment Management held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q4 2017 at 9,925 shares worth $482K. The position accounts for 0.46% of the portfolio, ranked #53.

Hutchens Investment Management first reported a position in TOTL in Q2 2015 and has held it in 10 quarters since. The position peaked at $739K in Q3 2016. 267 funds tracked by Wall St. Rank hold TOTL as of Q4 2017.

Hutchens Investment Management held 9,925 shares of State Street DoubleLine Total Return Tactical ETF worth $482K as of Q4 2017.
Hutchens Investment Management left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q4 2017.
State Street DoubleLine Total Return Tactical ETF made up 0.46% of Hutchens Investment Management's portfolio in Q4 2017, its #53 holding.
Hutchens Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2015 and has held it in 10 quarters since.
Hutchens Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $739K in Q3 2016.
267 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2017.

Based on Hutchens Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.