Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
50
$21.84 - $28.17 $1.09K - $1.41K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
27
$188.55 - $235.32 $5.09K - $6.35K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 05, 2019
271
N/A
LMAT
Lemaitre Vascular Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
15
$22.01 - $37.23 $330 - $558
CRS
Carpenter Technology Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
10
$33.55 - $59.63 $336 - $596
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Feb 05, 2019
67
$34.11 - $58.51 $2.29K - $3.92K
EPU
Ishares Msci Peru ETF
Q4 2018 Filed on Feb 05, 2019
5
N/A
WASH
Washington Trust Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
26
$46.57 - $56.86 $1.21K - $1.48K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
266
$14.06 - $17.49 $3.74K - $4.65K
FTS
Fortis Inc.

Utilities
Q4 2018 Filed on Feb 05, 2019
22
$31.55 - $35.58 $694 - $783
AMED
Amedisys Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
9
$98.2 - $140.23 $884 - $1.26K
EXP
Eagle Materials Inc

Basic Materials
Q4 2018 Filed on Feb 05, 2019
2
$57.48 - $86.23 $115 - $172
AIN
Albany International Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
14
$58.41 - $78.31 $818 - $1.1K
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
133
$55.82 - $71.86 $7.42K - $9.56K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
481
$13.33 - $14.66 $6.41K - $7.05K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
33
$69.78 - $90.81 $2.3K - $3K
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2018 Filed on Feb 05, 2019
36,400
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Feb 05, 2019
17,573
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 05, 2019
11
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 05, 2019
2,160
N/A
LPX
Louisiana Pacific Corp

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

Utilities
Q4 2018 Filed on Feb 05, 2019
46
$54.89 - $60.77 $2.52K - $2.8K
NDSN
Nordson Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
16
$110.68 - $139.35 $1.77K - $2.23K
Proofpoint Inc
Q4 2018 Filed on Feb 05, 2019
13
N/A
DCI
Donaldson CO Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$40.71 - $58.29 $733 - $1.05K
FUL
Fuller H B CO

Basic Materials
Q4 2018 Filed on Feb 05, 2019
35
$39.83 - $52.64 $1.39K - $1.84K
Entercom Communications Corp
Q4 2018 Filed on Feb 05, 2019
162
N/A
CIEN
Ciena Corp

Technology
Q4 2018 Filed on Feb 05, 2019
35
$28.24 - $34.91 $988 - $1.22K
HNI
Hni Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
27
$33.29 - $42.76 $899 - $1.15K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 05, 2019
250
N/A
KLIC
Kulicke & Soffa Industries Inc

Technology
Q4 2018 Filed on Feb 05, 2019
44
$18.09 - $24.12 $796 - $1.06K
SABR
Sabre Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
26
$20.7 - $26.15 $538 - $680
BGCP
Bgc Partners, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
329
$5.14 - $7.54 $1.69K - $2.48K
AWR
American States Water CO

Utilities
Q4 2018 Filed on Feb 05, 2019
12
$58.9 - $69.19 $707 - $830
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$48.24 - $79.01 $579 - $948
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
2
$74.85 - $94.97 $150 - $190
HTLD
Heartland Express Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$17.3 - $20.75 $554 - $664
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
747
N/A
TUR
Ishares Msci Turkey ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$21.77 - $26.54 $87.1 - $106
MRTN
Marten Transport LTD

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$10.39 - $14.04 $332 - $449
AX
Axos Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
14
$24.43 - $36.09 $342 - $505
NLS
Nautilus, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
24
$10.27 - $13.71 $246 - $329
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
310
N/A
LCII
Lci Industries

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
28
$60.59 - $82.42 $1.7K - $2.31K
CRI
Carters Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
13
$75.76 - $99.44 $985 - $1.29K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
388
$21.26 - $24.05 $8.25K - $9.33K
ALE
Allete Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
28
$73.59 - $82.32 $2.06K - $2.3K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2018 Filed on Feb 05, 2019
11
$25.39 - $29.86 $279 - $328
Wabco Hldgs Inc
Q4 2018 Filed on Feb 05, 2019
5
N/A
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