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| Name: |
HCR Wealth Advisors |
| City: |
Los Angeles |
| State: |
CA |
| Zip: |
90024 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
123 |
- |
$47.23 |
$478,000 |
10,000 |
0.08% |
16,000 |
0 |
0.01 |
Closed - End Fund - E... |
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FV |
First Trust Dorsey Wright F... |
125 |
- |
$55.54 |
$456,000 |
8,840 |
0.07% |
64,000 |
0 |
0.015 |
N/A |
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HYZD |
Wisdomtree Bofa Merrill Lyn... |
127 |
- |
$22.04 |
$454,000 |
21,000 |
0.07% |
10,000 |
0 |
0.036 |
N/A |
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OLED |
Universal Display Corp |
136 |
- |
$171.08 |
$383,000 |
2,000 |
0.06% |
69,000 |
0 |
0.039 |
Computer Peripherals |
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HYMB |
Spdr Nuveen S&p High Yi... |
168 |
- |
$25.52 |
$254,000 |
10,050 |
0.04% |
15,000 |
0 |
0.008 |
N/A |
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EDIT |
Editas Medicine, Inc. |
185 |
- |
$5.32 |
$223,000 |
22,000 |
0.04% |
51,000 |
0 |
0.035 |
N/A |
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UAL |
United Continental Holding |
196 |
- |
$50.67 |
$206,000 |
5,000 |
0.03% |
-6,000 |
0 |
0.002 |
Major Airlines |
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CVBF |
CVB Financial Corp |
198 |
- |
$17.22 |
$202,000 |
10,000 |
0.03% |
36,000 |
0 |
0.007 |
Domestic Regional Banks |
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CDZI |
Cadiz Inc |
202 |
- |
$2.33 |
$199,000 |
71,159 |
0.03% |
-37,000 |
0 |
0.2 |
REIT - Industrial |
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