SWP
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Strategic Wealth Partners’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Strategic Wealth Partners’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
2018
Q2 		– Sell
-259
Closed -$12K – 831
2018
Q1 		$12K Sell
259
-105
-29% -$5.04K 0.01% 470
2017
Q4 		$18K Buy
+364
New +$17.8K 0.01% 371

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Strategic Wealth Partners's TOTL Position: Q2 2018 in Review

Strategic Wealth Partners sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q2 2018, closing a stake of 259 shares — an estimated $12K sold.

Strategic Wealth Partners first reported a position in TOTL in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 251 funds tracked by Wall St. Rank hold TOTL as of Q2 2018.

  • Strategic Wealth Partners reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 259 State Street DoubleLine Total Return Tactical ETF shares in Q2 2018, an estimated $12K.
  • Strategic Wealth Partners first reported a position in State Street DoubleLine Total Return Tactical ETF in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street DoubleLine Total Return Tactical ETF position peaked at $18K in Q4 2017.
  • 251 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.