Marino Stram & Associates’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Marino Stram & Associates’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
2019 Q1	–	Sell	-190	Closed	-$9K	–	669
2018 Q4	$9K	Hold	190	–	–	0.01%	290
2018 Q3	$9K	Hold	190	–	–	0.01%	315
2018 Q2	$9K	Hold	190	–	–	0.01%	311
2018 Q1	$9K	Hold	190	–	–	0.01%	321
2017 Q4	$9K	Buy	+190	New	+$9.29K	0.01%	319

Other funds holding TOTL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LTFS

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

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

Marino Stram & Associates's TOTL Position: Q1 2019 in Review

Marino Stram & Associates sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2019, closing a stake of 190 shares — an estimated $9K sold.

Marino Stram & Associates first reported a position in TOTL in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2018. 299 funds tracked by Wall St. Rank hold TOTL as of Q1 2019.

Marino Stram & Associates reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2019 after selling out during the quarter.
Marino Stram & Associates sold 190 State Street DoubleLine Total Return Tactical ETF shares in Q1 2019, an estimated $9K.
Marino Stram & Associates first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and held it in 5 quarters.
Marino Stram & Associates's State Street DoubleLine Total Return Tactical ETF position peaked at $9K in Q4 2018.
299 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2019.

Based on Marino Stram & Associates's 13F filing for Q1 2019, filed 14 May 2019.