SMFS
TOTL icon

Squar Milner Financial Services’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Squar Milner Financial Services’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
-305
Closed -$14K – 885
2019
Q1 		$14K Buy
+305
New +$14.6K 0.01% 468

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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
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
HI
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

Squar Milner Financial Services's TOTL Position: Q2 2019 in Review

Squar Milner Financial Services sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2019, closing a stake of 305 shares — an estimated $14K sold.

Squar Milner Financial Services first reported a position in TOTL in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 290 funds tracked by Wall St. Rank hold TOTL as of Q2 2019.

  • Squar Milner Financial Services reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 305 State Street DoubleLine Total Return Tactical ETF shares in Q2 2019, an estimated $14K.
  • Squar Milner Financial Services first reported a position in State Street DoubleLine Total Return Tactical ETF in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's State Street DoubleLine Total Return Tactical ETF position peaked at $14K in Q1 2019.
  • 290 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.