Intercontinental Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,574
Closed -$324K 141
2017
Q2
$324K Buy
+6,574
New +$323K 0.21% 81

Other funds holding TOTL

Intercontinental Wealth Advisors's TOTL Position: Q3 2017 in Review

Intercontinental Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2017, closing a stake of 6,574 shares — an estimated $324K sold.

Intercontinental Wealth Advisors first reported a position in TOTL in Q2 2017 and held it in 1 quarter. The position peaked at $324K in Q2 2017. 214 funds tracked by Wall St. Rank hold TOTL as of Q3 2017.

  • Intercontinental Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,574 State Street DoubleLine Total Return Tactical ETF shares in Q3 2017, an estimated $324K.
  • Intercontinental Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2017 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $324K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.