United Capital Financial Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

United Capital Financial Advisors’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
2020 Q1	–	Sell	-6,780	Closed	-$332K	–	1361
2019 Q4	$332K	Sell	6,780 -6,055	-47%	-$297K	﹤0.01%	1105
2019 Q3	$632K	Sell	12,835 -448	-3%	-$22K	﹤0.01%	883
2019 Q2	$652K	Sell	13,283 -6,084	-31%	-$295K	﹤0.01%	950
2019 Q1	$936K	Sell	19,367 -541	-3%	-$25.8K	0.01%	790
2018 Q4	$943K	Buy	19,908 +931	+5%	+$43.7K	0.01%	732
2018 Q3	$897K	Buy	18,977 +2,862	+18%	+$136K	0.01%	810
2018 Q2	$766K	Sell	16,115 -11,317	-41%	-$538K	0.01%	834
2018 Q1	$1.32M	Sell	27,432 -5,093	-16%	-$244K	0.01%	701
2017 Q4	$1.58M	Sell	32,525 -3,112	-9%	-$152K	0.01%	659
2017 Q3	$1.76M	Buy	+35,637	New	+$1.76M	0.01%	615

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

BCI

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

CAI

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

United Capital Financial Advisors's TOTL Position: Q1 2020 in Review

United Capital Financial Advisors sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2020, closing a stake of 6,780 shares — an estimated $332K sold.

United Capital Financial Advisors first reported a position in TOTL in Q3 2017 and held it in 10 quarters. The position peaked at $1.76M in Q3 2017. 320 funds tracked by Wall St. Rank hold TOTL as of Q1 2020.

United Capital Financial Advisors reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2020 after selling out during the quarter.
United Capital Financial Advisors sold 6,780 State Street DoubleLine Total Return Tactical ETF shares in Q1 2020, an estimated $332K.
United Capital Financial Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2017 and held it in 10 quarters.
United Capital Financial Advisors's State Street DoubleLine Total Return Tactical ETF position peaked at $1.76M in Q3 2017.
320 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.