Royal Fund Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Royal Fund Management’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	-68	Closed	-$3K	–	659
2019 Q1	$3K	Buy	+68	New	+$3.25K	﹤0.01%	480

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

Royal Fund Management's TOTL Position: Q2 2019 in Review

Royal Fund Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2019, closing a stake of 68 shares — an estimated $3K sold.

Royal Fund Management first reported a position in TOTL in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 290 funds tracked by Wall St. Rank hold TOTL as of Q2 2019.

Royal Fund Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 68 State Street DoubleLine Total Return Tactical ETF shares in Q2 2019, an estimated $3K.
Royal Fund Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2019 and held it in 1 quarter.
Royal Fund Management's State Street DoubleLine Total Return Tactical ETF position peaked at $3K in Q1 2019.
290 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.