Signature Estate & Investment Advisors’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Signature Estate & Investment Advisors’s Portfolio STOT Stock Details STOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-25,800	Closed	-$1.27M	–	162
2017 Q4	$1.27M	Buy	+25,800	New	+$1.28M	0.13%	80

Other funds holding STOT

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

BCI

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

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

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Signature Estate & Investment Advisors's STOT Position: Q1 2018 in Review

Signature Estate & Investment Advisors sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2018, closing a stake of 25,800 shares — an estimated $1.27M sold.

Signature Estate & Investment Advisors first reported a position in STOT in Q4 2017 and held it in 1 quarter. The position peaked at $1.27M in Q4 2017. 19 funds tracked by Wall St. Rank hold STOT as of Q1 2018.

Signature Estate & Investment Advisors reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2018 after selling out during the quarter.
Signature Estate & Investment Advisors sold 25,800 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2018, an estimated $1.27M.
Signature Estate & Investment Advisors first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q4 2017 and held it in 1 quarter.
Signature Estate & Investment Advisors's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $1.27M in Q4 2017.
19 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.