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Metropolitan West Total Return
Metropolitan West Total Return. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $769,286.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 4,394 48,286 6.28%
2 GUYASUTA INVESTMENT ADVISORS INC 32,379 355,000 46.15%
3 Foothills Asset Management, Ltd. 33,322 366,000 47.58%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.