JP Morgan Private Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

JP Morgan Private Wealth 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
2018 Q4	–	Sell	-10,935	Closed	-$520K	–	1585
2018 Q3	$520K	Hold	10,935	–	–	﹤0.01%	1060
2018 Q2	$520K	Hold	10,935	–	–	﹤0.01%	995
2018 Q1	$525K	Sell	10,935 -2,247	-17%	-$108K	﹤0.01%	851
2017 Q4	$641K	Buy	13,182 +22	+0.2%	+$1.08K	﹤0.01%	786
2017 Q3	$649K	Buy	13,160 +16	+0.1%	+$789	﹤0.01%	756
2017 Q2	$647K	Buy	+13,144	New	+$647K	﹤0.01%	748
2017 Q1	–	Sell	-10,935	Closed	-$529K	–	1364
2016 Q4	$529K	Buy	10,935 +2,500	+30%	+$123K	﹤0.01%	781
2016 Q3	$423K	Hold	8,435	–	–	﹤0.01%	846
2016 Q2	$421K	Buy	+8,435	New	+$417K	﹤0.01%	841

Other funds holding TOTL

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TOTL Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q4 2018, closing a stake of 10,935 shares — an estimated $520K sold.

JP Morgan Private Wealth Advisors first reported a position in TOTL in Q2 2016 and held it in 9 quarters. The position peaked at $649K in Q3 2017. 286 funds tracked by Wall St. Rank hold TOTL as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,935 State Street DoubleLine Total Return Tactical ETF shares in Q4 2018, an estimated $520K.
JP Morgan Private Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2016 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $649K in Q3 2017.
286 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.