Lehman Financial Resources’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Lehman Financial Resources’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 Q3	$2.84M	Hold	60,085	–	–	1.33%	19
2018 Q2	$2.86M	Sell	60,085 -250	-0.4%	-$11.9K	1.44%	19
2018 Q1	$2.89M	Sell	60,335 -2,075	-3%	-$99.6K	1.48%	17
2017 Q4	$3.04M	Sell	62,410 -1,310	-2%	-$64.1K	1.58%	18
2017 Q3	$3.14M	Buy	63,720 +5,123	+9%	+$253K	1.6%	22
2017 Q2	$2.88M	Buy	58,597 +8,800	+18%	+$433K	1.62%	22
2017 Q1	$2.43M	Buy	+49,797	New	+$2.42M	1.35%	23

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

BCI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $6.8B AUM 26.96% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Lehman Financial Resources's TOTL Position: Q3 2018 in Review

Lehman Financial Resources held its State Street DoubleLine Total Return Tactical ETF (TOTL) position steady in Q3 2018 at 60,085 shares worth $2.84M. The position accounts for 1.33% of the portfolio, ranked #19.

Lehman Financial Resources first reported a position in TOTL in Q1 2017 and has held it in 7 quarters since. The position peaked at $3.14M in Q3 2017. 257 funds tracked by Wall St. Rank hold TOTL as of Q3 2018.

Lehman Financial Resources held 60,085 shares of State Street DoubleLine Total Return Tactical ETF worth $2.84M as of Q3 2018.
Lehman Financial Resources left its State Street DoubleLine Total Return Tactical ETF share count unchanged in Q3 2018.
State Street DoubleLine Total Return Tactical ETF made up 1.33% of Lehman Financial Resources's portfolio in Q3 2018, its #19 holding.
Lehman Financial Resources first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2017 and has held it in 7 quarters since.
Lehman Financial Resources's State Street DoubleLine Total Return Tactical ETF position peaked at $3.14M in Q3 2017.
257 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.