Oak Point Wealth Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History
Bought
Maintained
Sold
Other funds holding TOTL
LTFS
BCI
CAI
DIP
Oak Point Wealth Management's TOTL Position: Q1 2018 in Review
Oak Point Wealth Management reduced its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 3% in Q1 2018, selling an estimated $35.3K and leaving 23,643 shares worth $1.13M. The position accounts for 1.16% of the portfolio, ranked #34.
Oak Point Wealth Management first reported a position in TOTL in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.2M in Q4 2017. 257 funds tracked by Wall St. Rank hold TOTL as of Q1 2018.
- Oak Point Wealth Management held 23,643 shares of State Street DoubleLine Total Return Tactical ETF worth $1.13M as of Q1 2018.
- Oak Point Wealth Management sold 736 State Street DoubleLine Total Return Tactical ETF shares in Q1 2018, an estimated $35.3K.
- State Street DoubleLine Total Return Tactical ETF made up 1.16% of Oak Point Wealth Management's portfolio in Q1 2018, its #34 holding.
- Oak Point Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $1.2M in Q4 2017.
- 257 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.