HCR Wealth Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

HCR Wealth Advisors’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-325	Closed	-$16K	–	267
2020 Q1	$16K	Hold	325	–	–	﹤0.01%	198
2019 Q4	$18K	Buy	+325	New	+$17.7K	﹤0.01%	198

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

HCR Wealth Advisors's WIP Position: Q2 2020 in Review

HCR Wealth Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2020, closing a stake of 325 shares — an estimated $16K sold.

HCR Wealth Advisors first reported a position in WIP in Q4 2019 and held it in 2 quarters. The position peaked at $18K in Q4 2019. 81 funds tracked by Wall St. Rank hold WIP as of Q2 2020.

HCR Wealth Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2020 after selling out during the quarter.
HCR Wealth Advisors sold 325 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2020, an estimated $16K.
HCR Wealth Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 2 quarters.
HCR Wealth Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $18K in Q4 2019.
81 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2020.

Based on HCR Wealth Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.