Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Global X Fds
Q1 2019 Filed on May 01, 2019
1,092
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2019 Filed on May 01, 2019
75
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2019 Filed on May 01, 2019
586
N/A
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2019 Filed on May 01, 2019
1,548
$22.7 - $24.16 $35.1K - $37.4K
ING
Ing Groep Nv

Financial Services
Q1 2019 Filed on May 01, 2019
296
$10.65 - $13.25 $3.15K - $3.92K
United States Oil Fund LP
Q1 2019 Filed on May 01, 2019
24,140
N/A
IVZ
Invesco Ltd.

Financial Services
Q1 2019 Filed on May 01, 2019
50
$16.43 - $20.24 $822 - $1.01K
VIS
Vanguard Industrial ETF

ETFs
Q1 2019 Filed on May 01, 2019
108
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2019 Filed on May 01, 2019
42
$37.68 - $43.6 $1.58K - $1.83K
Barclays Bk PLC
Q1 2019 Filed on May 01, 2019
103
N/A
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
119
N/A
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2019 Filed on May 01, 2019
250
$13.1 - $14.41 $3.28K - $3.6K
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
153
N/A
Ubs Ag London Brh
Q1 2019 Filed on May 01, 2019
113
N/A
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q1 2019 Filed on May 01, 2019
181
$12.04 - $13.09 $2.18K - $2.37K
Owens Ill Inc
Q1 2019 Filed on May 01, 2019
2,375
N/A
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2018 Filed on Feb 05, 2019
17,573
N/A
STOT
Spdr Doubleline Short Duration

ETFs
Q4 2018 Filed on Feb 05, 2019
36,400
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
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
50
$21.84 - $28.17 $1.09K - $1.41K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 05, 2019
271
N/A
NDSN
Nordson Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
16
$110.68 - $139.35 $1.77K - $2.23K
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
Aetna Inc New
Q4 2018 Filed on Feb 05, 2019
115
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
Proshares Tr Ii
Q4 2018 Filed on Feb 05, 2019
180
N/A
SOXX
Ishares Semiconductor ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
46
$145.0 - $185.86 $6.67K - $8.55K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q4 2018 Filed on Feb 05, 2019
5
$27.38 - $34.61 $137 - $173
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
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
65
$15.06 - $38.11 $979 - $2.48K
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
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$48.24 - $79.01 $579 - $948
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
747
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
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
24
$43.24 - $51.16 $1.04K - $1.23K
Babcock & Wilcox Enterpris I
Q4 2018 Filed on Feb 05, 2019
3,135
N/A
Mcdermott Intl Inc
Q4 2018 Filed on Feb 05, 2019
1,100
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
336
$78.02 - $105.69 $26.2K - $35.5K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
15
$89.48 - $129.64 $1.34K - $1.94K
Senior Hsg Pptys Tr
Q4 2018 Filed on Feb 05, 2019
41
N/A
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