Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NVT
N Vent Electric PLC

Industrials
Q2 2019 Filed on Jul 25, 2019
2,365
$23.06 - $28.4 $54.5K - $67.2K
HCC
Warrior Met Coal, Inc.

Basic Materials
Q2 2019 Filed on Jul 25, 2019
1,408
$25.04 - $32.93 $35.3K - $46.4K
MGA
Magna International Inc

Consumer Cyclical
Q2 2019 Filed on Jul 25, 2019
1,781
$42.94 - $56.64 $76.5K - $101K
BDX
Becton Dickinson & CO

Healthcare
Q2 2019 Filed on Jul 25, 2019
1,599
$217.4 - $246.08 $348K - $393K
CLS
Celestica Inc

Technology
Q2 2019 Filed on Jul 25, 2019
5,756
$6.22 - $8.88 $35.8K - $51.1K
CVA
Covanta Holding Corporation

Industrials
Q2 2019 Filed on Jul 25, 2019
1,697
N/A
EA
Electronic Arts Inc.

Communication Services
Q2 2019 Filed on Jul 25, 2019
1,186
$90.42 - $102.67 $107K - $122K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2019 Filed on Jul 25, 2019
162,539
$7.66 - $8.07 $1.25M - $1.31M
M
Macy'S, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 25, 2019
18,250
$20.43 - $25.99 $373K - $474K
Greensky Inc
Q2 2019 Filed on Jul 25, 2019
50,000
N/A
EMR
Emerson Electric CO

Industrials
Q1 2019 Filed on May 10, 2019
10,132
$58.46 - $69.26 $592K - $702K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2019 Filed on May 10, 2019
17,043
$12.04 - $14.41 $205K - $246K
GSV
Gold Standard Ventures Corp.

Basic Materials
Q1 2019 Filed on May 10, 2019
16,428
$1.02 - $1.36 $16.8K - $22.3K
FTCS
First Trust Capital Strength E

ETFs
Q1 2019 Filed on May 10, 2019
3,798
$46.88 - $54.09 $178K - $205K
GIS
General Mills Inc

Consumer Defensive
Q1 2019 Filed on May 10, 2019
6,198
$38.43 - $51.8 $238K - $321K
Imperva Inc
Q1 2019 Filed on May 10, 2019
9,500
N/A
NG
Novagold Resources Inc

Basic Materials
Q1 2019 Filed on May 10, 2019
23,000
$3.5 - $4.45 $80.5K - $102K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Jan 31, 2019
174,550
N/A
LUV
Southwest Airlines CO

Industrials
Q4 2018 Filed on Jan 31, 2019
4,369
$44.4 - $61.7 $194K - $270K
Barclays Bank PLC
Q4 2018 Filed on Jan 31, 2019
55,163
N/A
Citigroup Global Mkts Hldgs
Q3 2018 Filed on Nov 09, 2018
17,500
N/A
Synthesis Energy Sys Inc
Q3 2018 Filed on Nov 09, 2018
40,295
N/A
BOTZ
Global X Fds

ETFs
Q3 2018 Filed on Nov 09, 2018
10,650
$21.55 - $23.08 $230K - $246K
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 14, 2018
85,034
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 14, 2018
9,745
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2018 Filed on Aug 14, 2018
6,296
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 14, 2018
15,863
N/A
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
4,560
$44.5 - $50.89 $203K - $232K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q1 2018 Filed on May 15, 2018
7,700
$51.29 - $51.74 $395K - $398K
FLS
Flowserve Corp

Industrials
Q1 2018 Filed on May 15, 2018
13,484
$40.36 - $45.59 $544K - $615K
SPG
Simon Property Group Inc

Real Estate
Q4 2017 Filed on Feb 13, 2018
2,071
$154.99 - $171.74 $321K - $356K
Synthesis Energy Sys Inc
Q4 2017 Filed on Feb 13, 2018
232,531
N/A
NUE
Nucor Corp

Basic Materials
Q3 2017 Filed on Nov 13, 2017
4,068
$53.48 - $57.86 $218K - $235K
Reynolds American Inc
Q3 2017 Filed on Nov 13, 2017
16,186
N/A
Primero Mng Corp
Q3 2017 Filed on Nov 13, 2017
10,000
N/A
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