Rowland Carmichael Advisors’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
2017
Q3
Sell
-1,618
Closed -$80K 308
2017
Q2
$80K Buy
+1,618
New +$79.6K 0.05% 246
2017
Q1
Sell
-1,554
Closed -$75K 315
2016
Q4
$75K Buy
+1,554
New +$76.5K 0.04% 253

Other funds holding TOTL

Rowland Carmichael Advisors's TOTL Position: Q3 2017 in Review

Rowland Carmichael Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2017, closing a stake of 1,618 shares — an estimated $80K sold.

Rowland Carmichael Advisors first reported a position in TOTL in Q4 2016 and held it in 2 quarters. The position peaked at $80K in Q2 2017. 214 funds tracked by Wall St. Rank hold TOTL as of Q3 2017.

  • Rowland Carmichael Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 1,618 State Street DoubleLine Total Return Tactical ETF shares in Q3 2017, an estimated $80K.
  • Rowland Carmichael Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and held it in 2 quarters.
  • Rowland Carmichael Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $80K in Q2 2017.
  • 214 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2017, filed 10 Feb 2020.