Stockman Wealth Management’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
Q2
Sell
-6,000
Closed -$293K 135
2017
Q1
$293K Sell
6,000
-1,080
-15% -$52.6K 0.17% 104
2016
Q4
$343K Hold
7,080
0.21% 91
2016
Q3
$355K Buy
+7,080
New +$354K 0.22% 87

Other funds holding TOTL

Stockman Wealth Management's TOTL Position: Q2 2017 in Review

Stockman Wealth Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2017, closing a stake of 6,000 shares — an estimated $293K sold.

Stockman Wealth Management first reported a position in TOTL in Q3 2016 and held it in 3 quarters. The position peaked at $355K in Q3 2016. 204 funds tracked by Wall St. Rank hold TOTL as of Q2 2017.

  • Stockman Wealth Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2017 after selling out during the quarter.
  • Stockman Wealth Management sold 6,000 State Street DoubleLine Total Return Tactical ETF shares in Q2 2017, an estimated $293K.
  • Stockman Wealth Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2016 and held it in 3 quarters.
  • Stockman Wealth Management's State Street DoubleLine Total Return Tactical ETF position peaked at $355K in Q3 2016.
  • 204 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2017.

Based on Stockman Wealth Management's 13F filing for Q2 2017, filed 9 Aug 2017.