Ropes Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Ropes Wealth Advisors’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 Q2	–	Sell	-1,023	Closed	-$49K	–	581
2019 Q1	$49K	Buy	+1,023	New	+$48.9K	0.01%	332

Other funds holding TOTL

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Ropes Wealth Advisors's TOTL Position: Q2 2019 in Review

Ropes Wealth Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2019, closing a stake of 1,023 shares — an estimated $49K sold.

Ropes Wealth Advisors first reported a position in TOTL in Q1 2019 and held it in 1 quarter. The position peaked at $49K in Q1 2019. 290 funds tracked by Wall St. Rank hold TOTL as of Q2 2019.

Ropes Wealth Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 1,023 State Street DoubleLine Total Return Tactical ETF shares in Q2 2019, an estimated $49K.
Ropes Wealth Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2019 and held it in 1 quarter.
Ropes Wealth Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $49K in Q1 2019.
290 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2019.

Based on Ropes Wealth Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.