Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UNIT
Uniti Group Inc.

Real Estate
Q1 2019 Filed on May 01, 2019
50
$8.31 - $19.99 $416 - $999
Global X Fds
Q1 2019 Filed on May 01, 2019
1,092
N/A
Bemis Inc
Q4 2018 Filed on Feb 05, 2019
198
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
292
N/A
IPGP
Ipg Photonics Corp

Technology
Q4 2018 Filed on Feb 05, 2019
6
$105.65 - $157.42 $634 - $945
Weingarten Rlty Invs
Q4 2018 Filed on Feb 05, 2019
564
N/A
Proofpoint Inc
Q4 2018 Filed on Feb 05, 2019
13
N/A
ALV
Autoliv Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
33
$69.78 - $90.81 $2.3K - $3K
IWC
Russell Micro Cap ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
1,472
$77.77 - $104.35 $114K - $154K
DCI
Donaldson CO Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$40.71 - $58.29 $733 - $1.05K
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
46
$145.0 - $185.86 $6.67K - $8.55K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q4 2018 Filed on Feb 05, 2019
5,000
$2.02 - $6.4 $10.1K - $32K
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
24
$43.24 - $51.16 $1.04K - $1.23K
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Feb 05, 2019
6
$85.67 - $139.92 $514 - $840
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
388
$21.26 - $24.05 $8.25K - $9.33K
PSEC
Prospect Capital Corp

Financial Services
Q4 2018 Filed on Feb 05, 2019
26,542
$5.77 - $7.27 $153K - $193K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Feb 05, 2019
17,573
N/A
AIZ
Assurant, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
5
$82.65 - $108.44 $413 - $542
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2018 Filed on Feb 05, 2019
36,400
N/A
NHI
National Health Investors Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
14
$70.6 - $80.86 $988 - $1.13K
Energy Transfer Partners LP
Q4 2018 Filed on Feb 05, 2019
8,290
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$45.41 - $56.88 $545 - $683
CWT
California Water Service Group

Utilities
Q4 2018 Filed on Feb 05, 2019
42
$40.47 - $48.77 $1.7K - $2.05K
EVRG
Evergy, Inc.

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

Basic Materials
Q4 2018 Filed on Feb 05, 2019
11
$84.41 - $114.14 $929 - $1.26K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
85
$10.63 - $13.28 $904 - $1.13K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Feb 05, 2019
183
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
336
$78.02 - $105.69 $26.2K - $35.5K
Mcdermott Intl Inc
Q4 2018 Filed on Feb 05, 2019
1,100
N/A
URA
Global X Uranium ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
58
$11.3 - $13.58 $655 - $788
Express Scripts Hldg CO
Q4 2018 Filed on Feb 05, 2019
271
N/A
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$48.24 - $79.01 $579 - $948
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 05, 2019
2,160
N/A
NDSN
Nordson Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
16
$110.68 - $139.35 $1.77K - $2.23K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
747
N/A
Aetna Inc New
Q4 2018 Filed on Feb 05, 2019
115
N/A
Babcock & Wilcox Enterpris I
Q4 2018 Filed on Feb 05, 2019
3,135
N/A
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
310
N/A
Praxair Inc
Q4 2018 Filed on Feb 05, 2019
1,725
N/A
LPX
Louisiana Pacific Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
151
$20.52 - $26.58 $3.1K - $4.01K
Navistar Intl Corp New
Q4 2018 Filed on Feb 05, 2019
200
N/A
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
65
$15.06 - $38.11 $979 - $2.48K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
50
$21.84 - $28.17 $1.09K - $1.41K
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
Northwest Nat Gas CO
Q4 2018 Filed on Feb 05, 2019
1,333
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 05, 2019
470
N/A
UIS
Unisys Corp

Technology
Q4 2018 Filed on Feb 05, 2019
3
$10.69 - $20.11 $32.1 - $60.3
WWD
Woodward, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
8
$68.95 - $84.27 $552 - $674
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 05, 2019
250
N/A
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