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TOTL icon

McAdam LLC’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

McAdam LLC’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 		– Sell
-2
Closed – – 731
2018
Q2 		$0 Buy
+2
New +$95 ﹤0.01% 805

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

McAdam LLC's TOTL Position: Q3 2018 in Review

McAdam LLC sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2018, closing a stake of 2 shares.

McAdam LLC first reported a position in TOTL in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 257 funds tracked by Wall St. Rank hold TOTL as of Q3 2018.

  • McAdam LLC reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2018 after selling out during the quarter.
  • McAdam LLC sold 2 State Street DoubleLine Total Return Tactical ETF shares in Q3 2018.
  • McAdam LLC first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2018 and held it in 1 quarter.
  • McAdam LLC's State Street DoubleLine Total Return Tactical ETF position peaked at $0 in Q2 2018.
  • 257 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2018.

Based on McAdam LLC's 13F filing for Q3 2018, filed 10 Oct 2018.