Means Investment Company’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Means Investment Company’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
2020 Q3	–	Sell	-4,071	Closed	-$202K	–	163
2020 Q2	$202K	Sell	4,071 -578	-12%	-$28.3K	0.06%	138
2020 Q1	$226K	Buy	4,649 +18	+0.4%	+$884	0.09%	118
2019 Q4	$227K	Buy	4,631 +247	+6%	+$12.1K	0.08%	129
2019 Q3	$214K	Buy	4,384 +17	+0.4%	+$836	0.08%	128
2019 Q2	$214K	Sell	4,367 -1,177	-21%	-$57K	0.09%	128
2019 Q1	$268K	Sell	5,544 -132	-2%	-$6.3K	0.12%	122
2018 Q4	$269K	Buy	+5,676	New	+$267K	0.15%	110

Other funds holding TOTL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

BCI

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Means Investment Company's TOTL Position: Q3 2020 in Review

Means Investment Company sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2020, closing a stake of 4,071 shares — an estimated $202K sold.

Means Investment Company first reported a position in TOTL in Q4 2018 and held it in 7 quarters. The position peaked at $269K in Q4 2018. 316 funds tracked by Wall St. Rank hold TOTL as of Q3 2020.

Means Investment Company reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2020 after selling out during the quarter.
Means Investment Company sold 4,071 State Street DoubleLine Total Return Tactical ETF shares in Q3 2020, an estimated $202K.
Means Investment Company first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2018 and held it in 7 quarters.
Means Investment Company's State Street DoubleLine Total Return Tactical ETF position peaked at $269K in Q4 2018.
316 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2020.

Based on Means Investment Company's 13F filing for Q3 2020, filed 9 Nov 2020.