Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Select Income Reit
Q1 2019 Filed on May 01, 2019
1,962
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2019 Filed on May 01, 2019
586
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2019 Filed on May 01, 2019
500
$20.85 - $27.74 $10.4K - $13.9K
UBS
Ubs Group Ag

Financial Services
Q1 2019 Filed on May 01, 2019
706
$11.85 - $13.61 $8.37K - $9.61K
Shire PLC
Q1 2019 Filed on May 01, 2019
80
N/A
AGZ
Ishares Agency Bond ETF

ETFs
Q1 2019 Filed on May 01, 2019
49
N/A
TTM
Tata Motors LTD

Consumer Cyclical
Q1 2019 Filed on May 01, 2019
3,636
$10.51 - $13.71 $38.2K - $49.8K
Senior Hsg Pptys Tr
Q4 2018 Filed on Feb 05, 2019
41
N/A
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q4 2018 Filed on Feb 05, 2019
393
$19.25 - $21.21 $7.57K - $8.34K
NDSN
Nordson Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
16
$110.68 - $139.35 $1.77K - $2.23K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
15
$89.48 - $129.64 $1.34K - $1.94K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 05, 2019
271
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
50
$21.84 - $28.17 $1.09K - $1.41K
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
133
$55.82 - $71.86 $7.42K - $9.56K
HNI
Hni Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
27
$33.29 - $42.76 $899 - $1.15K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Feb 05, 2019
17,573
N/A
Entercom Communications Corp
Q4 2018 Filed on Feb 05, 2019
162
N/A
FUL
Fuller H B CO

Basic Materials
Q4 2018 Filed on Feb 05, 2019
35
$39.83 - $52.64 $1.39K - $1.84K
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2018 Filed on Feb 05, 2019
36,400
N/A
DCI
Donaldson CO Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$40.71 - $58.29 $733 - $1.05K
Proofpoint Inc
Q4 2018 Filed on Feb 05, 2019
13
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 05, 2019
8,290
N/A
ALV
Autoliv Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
33
$69.78 - $90.81 $2.3K - $3K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 05, 2019
250
N/A
EVRG
Evergy, Inc.

Utilities
Q4 2018 Filed on Feb 05, 2019
46
$54.89 - $60.77 $2.52K - $2.8K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
27
$188.55 - $235.32 $5.09K - $6.35K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q4 2018 Filed on Feb 05, 2019
44
$18.09 - $24.12 $796 - $1.06K
Praxair Inc
Q4 2018 Filed on Feb 05, 2019
1,725
N/A
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q4 2018 Filed on Feb 05, 2019
5
$27.38 - $34.61 $137 - $173
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
310
N/A
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Feb 05, 2019
6
$85.67 - $139.92 $514 - $840
IWC
Russell Micro Cap ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
1,472
$77.77 - $104.35 $114K - $154K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
747
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
65
$15.06 - $38.11 $979 - $2.48K
CIEN
Ciena Corp

Technology
Q4 2018 Filed on Feb 05, 2019
35
$28.24 - $34.91 $988 - $1.22K
Peoples United Financial Inc
Q4 2018 Filed on Feb 05, 2019
89
N/A
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$48.24 - $79.01 $579 - $948
Northwest Nat Gas CO
Q4 2018 Filed on Feb 05, 2019
1,333
N/A
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
46
$145.0 - $185.86 $6.67K - $8.55K
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
24
$43.24 - $51.16 $1.04K - $1.23K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 05, 2019
2,160
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
566
$31.33 - $46.39 $17.7K - $26.3K
Navistar Intl Corp New
Q4 2018 Filed on Feb 05, 2019
200
N/A
LPX
Louisiana Pacific Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
151
$20.52 - $26.58 $3.1K - $4.01K
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
336
$78.02 - $105.69 $26.2K - $35.5K
Aetna Inc New
Q4 2018 Filed on Feb 05, 2019
115
N/A
Mcdermott Intl Inc
Q4 2018 Filed on Feb 05, 2019
1,100
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
7
$91.79 - $130.07 $643 - $910
URA
Global X Uranium ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
58
$11.3 - $13.58 $655 - $788
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