HWA
SRCL

HCR Wealth Advisors’s Stericycle Inc SRCL Stock Holding History

HCR Wealth Advisors’s Portfolio SRCL Stock Details SRCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,240
Closed -$269K – 160
2017
Q1 		$269K Buy
3,240
+450
+16% +$36.2K 0.14% 123
2016
Q4 		$215K Buy
+2,790
New +$211K 0.11% 133

Other funds holding SRCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCR Wealth Advisors's SRCL Position: Q2 2017 in Review

HCR Wealth Advisors sold out of Stericycle Inc (SRCL) in Q2 2017, closing a stake of 3,240 shares — an estimated $269K sold.

HCR Wealth Advisors first reported a position in SRCL in Q4 2016 and held it in 2 quarters. The position peaked at $269K in Q1 2017. 550 funds tracked by Wall St. Rank hold SRCL as of Q2 2017.

  • HCR Wealth Advisors reported no remaining Stericycle Inc position as of Q2 2017 after selling out during the quarter.
  • HCR Wealth Advisors sold 3,240 Stericycle Inc shares in Q2 2017, an estimated $269K.
  • HCR Wealth Advisors first reported a position in Stericycle Inc in Q4 2016 and held it in 2 quarters.
  • HCR Wealth Advisors's Stericycle Inc position peaked at $269K in Q1 2017.
  • 550 funds tracked by Wall St. Rank held Stericycle Inc as of Q2 2017.

Based on HCR Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.