WFG Advisors’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
$19K Buy
382
+182
+91% +$8.96K ﹤0.01% 974
2017
Q1
$10K Buy
+200
New +$9.74K ﹤0.01% 1088
2015
Q4
Sell
-290
Closed -$14K 1673
2015
Q3
$14K Buy
+290
New +$14.3K ﹤0.01% 1006

Other funds holding TOTL

WFG Advisors's TOTL Position: Q2 2017 in Review

WFG Advisors increased its State Street DoubleLine Total Return Tactical ETF (TOTL) stake by 91% in Q2 2017, buying an estimated $8.96K and bringing the position to 382 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

WFG Advisors first reported a position in TOTL in Q3 2015 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold TOTL as of Q2 2017.

  • WFG Advisors held 382 shares of State Street DoubleLine Total Return Tactical ETF worth $19K as of Q2 2017.
  • WFG Advisors bought 182 State Street DoubleLine Total Return Tactical ETF shares in Q2 2017, an estimated $8.96K.
  • State Street DoubleLine Total Return Tactical ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #974 holding.
  • WFG Advisors first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2015 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.