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Pasadena Private Wealth’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Pasadena Private Wealth’s Portfolio STOT Stock Details STOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,823
Closed -$288K – 96
2019
Q4 		$288K Buy
+5,823
New +$289K 0.13% 48

Other funds holding STOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Pasadena Private Wealth's STOT Position: Q1 2020 in Review

Pasadena Private Wealth sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2020, closing a stake of 5,823 shares — an estimated $288K sold.

Pasadena Private Wealth first reported a position in STOT in Q4 2019 and held it in 1 quarter. The position peaked at $288K in Q4 2019. 40 funds tracked by Wall St. Rank hold STOT as of Q1 2020.

  • Pasadena Private Wealth reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
  • Pasadena Private Wealth sold 5,823 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2020, an estimated $288K.
  • Pasadena Private Wealth first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2019 and held it in 1 quarter.
  • Pasadena Private Wealth's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $288K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2020.

Based on Pasadena Private Wealth's 13F filing for Q1 2020, filed 4 May 2020.