Morton Capital Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,296
Closed -$203K 95
2021
Q4
$203K Buy
+4,296
New +$205K 0.08% 88

Other funds holding TOTL

Morton Capital Management's TOTL Position: Q1 2022 in Review

Morton Capital Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2022, closing a stake of 4,296 shares — an estimated $203K sold.

Morton Capital Management first reported a position in TOTL in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 348 funds tracked by Wall St. Rank hold TOTL as of Q1 2022.

  • Morton Capital Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2022 after selling out during the quarter.
  • Morton Capital Management sold 4,296 State Street DoubleLine Total Return Tactical ETF shares in Q1 2022, an estimated $203K.
  • Morton Capital Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2021 and held it in 1 quarter.
  • Morton Capital Management's State Street DoubleLine Total Return Tactical ETF position peaked at $203K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2022.

Based on Morton Capital Management's 13F filing for Q1 2022, filed 5 Dec 2023.