JFS 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
2019
Q4
Sell
-4,578
Closed -$225K 550
2019
Q3
$225K Buy
+4,578
New +$225K 0.06% 134
2015
Q3
Sell
-355
Closed -$18K 570
2015
Q2
$18K Buy
+355
New +$17.7K 0.01% 298

Other funds holding TOTL

JFS Wealth Advisors's TOTL Position: Q4 2019 in Review

JFS Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2019, closing a stake of 4,578 shares — an estimated $225K sold.

JFS Wealth Advisors first reported a position in TOTL in Q2 2015 and held it in 2 quarters. The position peaked at $225K in Q3 2019. 327 funds tracked by Wall St. Rank hold TOTL as of Q4 2019.

  • JFS Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 4,578 State Street DoubleLine Total Return Tactical ETF shares in Q4 2019, an estimated $225K.
  • JFS Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2015 and held it in 2 quarters.
  • JFS Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $225K in Q3 2019.
  • 327 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.