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Winslow Evans & Crocker’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History

Winslow Evans & Crocker’s Portfolio STOT Stock Details STOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$15K Buy
+300
New +$15K ﹤0.01% 865

Other funds holding STOT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's STOT Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q4 2020: 300 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #865 among its holdings.

40 funds tracked by Wall St. Rank hold STOT as of Q4 2020.

  • Winslow Evans & Crocker held 300 shares of State Street DoubleLine Short Duration Total Return Tactical ETF worth $15K as of Q4 2020.
  • State Street DoubleLine Short Duration Total Return Tactical ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • State Street DoubleLine Short Duration Total Return Tactical ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #865 holding.
  • 40 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.