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Roble Belko & Company’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Roble Belko & 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
2019
Q3 		– Sell
-738
Closed -$36K – 352
2019
Q2 		$36K Buy
+738
New +$35.7K 0.01% 163

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roble Belko & Company's TOTL Position: Q3 2019 in Review

Roble Belko & Company sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2019, closing a stake of 738 shares — an estimated $36K sold.

Roble Belko & Company first reported a position in TOTL in Q2 2019 and held it in 1 quarter. The position peaked at $36K in Q2 2019. 288 funds tracked by Wall St. Rank hold TOTL as of Q3 2019.

  • Roble Belko & Company reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2019 after selling out during the quarter.
  • Roble Belko & Company sold 738 State Street DoubleLine Total Return Tactical ETF shares in Q3 2019, an estimated $36K.
  • Roble Belko & Company first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2019 and held it in 1 quarter.
  • Roble Belko & Company's State Street DoubleLine Total Return Tactical ETF position peaked at $36K in Q2 2019.
  • 288 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2019.

Based on Roble Belko & Company's 13F filing for Q3 2019, filed 13 Nov 2019.