Stone House Investment Management’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Stone House Investment 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	-179,268	Closed	-$8.67M	–	188
2019 Q1	$8.67M	Buy	179,268 +24,535	+16%	+$1.17M	4.51%	5
2018 Q4	$7.33M	Buy	154,733 +41,172	+36%	+$1.93M	4.63%	8
2018 Q3	$5.37M	Sell	113,561 -1,470	-1%	-$69.7K	3.08%	14
2018 Q2	$5.47M	Buy	115,031 +930	+0.8%	+$44.2K	3.48%	12
2018 Q1	$5.47M	Buy	114,101 +3,653	+3%	+$175K	3.56%	11
2017 Q4	$5.37M	Buy	110,448 +49,637	+82%	+$2.43M	3.64%	10
2017 Q3	$3M	Buy	60,811 +4,167	+7%	+$206K	2.13%	17
2017 Q2	$2.79M	Sell	56,644 -416	-0.7%	-$20.5K	2%	14
2017 Q1	$2.79M	Sell	57,060 -36,626	-39%	-$1.78M	2.09%	15
2016 Q4	$4.53M	Buy	+93,686	New	+$4.61M	3.81%	9

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 $8.53B AUM 21.43% 1-Year Est. Return

Stone House Investment Management's TOTL Position: Q2 2019 in Review

Stone House Investment Management sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2019, closing a stake of 179,268 shares — an estimated $8.67M sold.

Stone House Investment Management first reported a position in TOTL in Q4 2016 and held it in 10 quarters. The position peaked at $8.67M in Q1 2019. 290 funds tracked by Wall St. Rank hold TOTL as of Q2 2019.

Stone House Investment Management reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2019 after selling out during the quarter.
Stone House Investment Management sold 179,268 State Street DoubleLine Total Return Tactical ETF shares in Q2 2019, an estimated $8.67M.
Stone House Investment Management first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2016 and held it in 10 quarters.
Stone House Investment Management's State Street DoubleLine Total Return Tactical ETF position peaked at $8.67M in Q1 2019.
290 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2019.

Based on Stone House Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.