Sabal Trust’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Sabal Trust’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
2021 Q1	–	Sell	-5,000	Closed	-$246K	–	156
2020 Q4	$246K	Buy	+5,000	New	+$247K	0.02%	131

Other funds holding TOTL

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sabal Trust's TOTL Position: Q1 2021 in Review

Sabal Trust sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2021, closing a stake of 5,000 shares — an estimated $246K sold.

Sabal Trust first reported a position in TOTL in Q4 2020 and held it in 1 quarter. The position peaked at $246K in Q4 2020. 353 funds tracked by Wall St. Rank hold TOTL as of Q1 2021.

Sabal Trust reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2021 after selling out during the quarter.
Sabal Trust sold 5,000 State Street DoubleLine Total Return Tactical ETF shares in Q1 2021, an estimated $246K.
Sabal Trust first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2020 and held it in 1 quarter.
Sabal Trust's State Street DoubleLine Total Return Tactical ETF position peaked at $246K in Q4 2020.
353 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2021.

Based on Sabal Trust's 13F filing for Q1 2021, filed 19 Apr 2021.