Stuart Chaussee & Associates’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Stuart Chaussee & Associates’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
2017 Q3	–	Sell	-149,225	Closed	-$7.34M	–	105
2017 Q2	$7.34M	Buy	+149,225	New	+$7.34M	5.46%	6

Other funds holding TOTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stuart Chaussee & Associates's TOTL Position: Q3 2017 in Review

Stuart Chaussee & Associates sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q3 2017, closing a stake of 149,225 shares — an estimated $7.34M sold.

Stuart Chaussee & Associates first reported a position in TOTL in Q2 2017 and held it in 1 quarter. The position peaked at $7.34M in Q2 2017. 214 funds tracked by Wall St. Rank hold TOTL as of Q3 2017.

Stuart Chaussee & Associates reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q3 2017 after selling out during the quarter.
Stuart Chaussee & Associates sold 149,225 State Street DoubleLine Total Return Tactical ETF shares in Q3 2017, an estimated $7.34M.
Stuart Chaussee & Associates first reported a position in State Street DoubleLine Total Return Tactical ETF in Q2 2017 and held it in 1 quarter.
Stuart Chaussee & Associates's State Street DoubleLine Total Return Tactical ETF position peaked at $7.34M in Q2 2017.
214 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q3 2017.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.