HWA
TOTL icon

HCR Wealth Advisors’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

HCR Wealth 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
2018
Q2 		– Sell
-6,296
Closed -$302K – 176
2018
Q1 		$302K Buy
6,296
+115
+2% +$5.52K 0.1% 133
2017
Q4 		$301K Buy
+6,181
New +$302K 0.11% 137
2017
Q3 		– Sell
-4,166
Closed -$205K – 167
2017
Q2 		$205K Sell
4,166
-300
-7% -$14.8K 0.1% 132
2017
Q1 		$218K Sell
4,466
-675
-13% -$32.9K 0.11% 137
2016
Q4 		$249K Buy
+5,141
New +$253K 0.13% 118

Other funds holding TOTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return