Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2019 Filed on Jul 19, 2019
100
N/A
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q2 2019 Filed on Jul 19, 2019
100
N/A
DOV
Dover Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
17
$89.41 - $100.2 $1.52K - $1.7K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Jul 19, 2019
25
$8.12 - $15.72 $203 - $393
DJP
Barclays Bank PLC

ETFs
Q2 2019 Filed on Jul 19, 2019
435
$21.23 - $23.28 $9.24K - $10.1K
Xerox Corp
Q2 2019 Filed on Jul 19, 2019
28
N/A
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 19, 2019
15
$104.36 - $111.99 $1.57K - $1.68K
HPI
John Hancock Preferred Income Fund

Financial Services
Q2 2019 Filed on Jul 19, 2019
283
$22.33 - $23.63 $6.32K - $6.69K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2019 Filed on Jul 19, 2019
5,000
$4.04 - $4.82 $20.2K - $24.1K
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
154
$39.27 - $45.23 $6.05K - $6.97K
KEY
Keycorp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4,485
$15.97 - $17.75 $71.6K - $79.6K
SNA
Snap On Inc

Industrials
Q2 2019 Filed on Jul 19, 2019
39
$153.8 - $171.46 $6K - $6.69K
MSI
Motorola Solutions, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
4
$140.63 - $166.86 $563 - $667
EWG
Ishares Msci Germany ETF

ETFs
Q2 2019 Filed on Jul 19, 2019
535
$26.92 - $28.95 $14.4K - $15.5K
ENB
Enbridge Inc

Energy
Q2 2019 Filed on Jul 19, 2019
697
$34.18 - $37.83 $23.8K - $26.4K
Pier 1 Imports Inc
Q2 2019 Filed on Jul 19, 2019
438
N/A
LNT
Alliant Energy Corp

Utilities
Q2 2019 Filed on Jul 19, 2019
400
$45.9 - $50.0 $18.4K - $20K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2019 Filed on Jul 19, 2019
197
$127.22 - $153.08 $25.1K - $30.2K
PSTG
Pure Storage, Inc.

Technology
Q2 2019 Filed on Jul 19, 2019
1,000
$15.27 - $23.38 $15.3K - $23.4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2019 Filed on Jul 19, 2019
140
$118.17 - $124.37 $16.5K - $17.4K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
2,927
$1.25 - $2.59 $3.66K - $7.58K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q2 2019 Filed on Jul 19, 2019
77
$7.34 - $9.14 $565 - $704
MTB
M&T Bank Corp

Financial Services
Q2 2019 Filed on Jul 19, 2019
4
$159.6 - $170.64 $638 - $683
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Jul 19, 2019
504
$31.82 - $35.67 $16K - $18K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2019 Filed on Jul 19, 2019
204
N/A
FRC
First Republic Bank

Financial Services
Q2 2019 Filed on Jul 19, 2019
317
$95.27 - $106.36 $30.2K - $33.7K
Aon PLC
Q2 2019 Filed on Jul 19, 2019
56
N/A
HSIC
Henry Schein Inc

Healthcare
Q2 2019 Filed on Jul 19, 2019
80
$60.56 - $72.06 $4.84K - $5.76K
IT
Gartner Inc

Technology
Q2 2019 Filed on Jul 19, 2019
19
$149.85 - $161.84 $2.85K - $3.07K
National Oilwell Varco Inc
Q2 2019 Filed on Jul 19, 2019
275
N/A
BCE
Bce Inc

Communication Services
Q2 2019 Filed on Jul 19, 2019
187
$44.3 - $46.88 $8.28K - $8.77K
WY
Weyerhaeuser CO

Real Estate
Q2 2019 Filed on Jul 19, 2019
200
$22.52 - $27.39 $4.5K - $5.48K
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 19, 2019
130
$71.76 - $84.63 $9.33K - $11K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
26
$1650.46 - $1887.73 $42.9K - $49.1K
Bb&T Corp
Q2 2019 Filed on Jul 19, 2019
266
N/A
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2019 Filed on Jul 19, 2019
71
$126.76 - $137.28 $9K - $9.75K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2019 Filed on Jul 19, 2019
200
$49.34 - $63.49 $9.87K - $12.7K
Columbia Ppty Tr Inc
Q2 2019 Filed on Jul 19, 2019
706
N/A
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q2 2019 Filed on Jul 19, 2019
936
$22.09 - $23.45 $20.7K - $21.9K
NOK
Nokia Corp

Technology
Q2 2019 Filed on Jul 19, 2019
111
$4.77 - $5.96 $529 - $662
Qep Res Inc
Q2 2019 Filed on Jul 19, 2019
7,616
N/A
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2019 Filed on Jul 19, 2019
400
N/A
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Jul 19, 2019
126
$190.77 - $206.7 $24K - $26K
Goldcorp Inc New
Q2 2019 Filed on Jul 19, 2019
504
N/A
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2019 Filed on Jul 19, 2019
220
$30.99 - $33.92 $6.82K - $7.46K
MTN
Vail Resorts Inc

Consumer Cyclical
Q2 2019 Filed on Jul 19, 2019
6
$209.47 - $237.13 $1.26K - $1.42K
Micro Focus International Pl
Q2 2019 Filed on Jul 19, 2019
54
N/A
MHLD
Maiden Holdings, Ltd.

Financial Services
Q2 2019 Filed on Jul 19, 2019
900
$0.5 - $0.84 $450 - $756
Allergan PLC
Q2 2019 Filed on Jul 19, 2019
100
N/A
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