Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EPHE
Ishares Msci Philippines ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$28.2 - $32.3 $113 - $129
GIM
Templeton Global Income Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,290
$6.03 - $6.25 $13.8K - $14.3K
Proshares Tr Ii
Q4 2018 Filed on Feb 05, 2019
180
N/A
EWBC
East West Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
32
$40.45 - $62.41 $1.29K - $2K
FTNT
Fortinet, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
41
$13.1 - $18.46 $537 - $757
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
21
$82.72 - $107.01 $1.74K - $2.25K
NCA
Nuveen California Municipal Value Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,000
$8.98 - $9.32 $18K - $18.6K
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
200
$48.73 - $76.08 $9.75K - $15.2K
AVY
Avery Dennison Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
15
$83.79 - $109.14 $1.26K - $1.64K
Blackstone Group L P
Q4 2018 Filed on Feb 05, 2019
1,775
N/A
BOKF
Bok Financial Corp

Financial Services
Q4 2018 Filed on Feb 05, 2019
16
$70.59 - $97.5 $1.13K - $1.56K
Obsidian Energy LTD
Q4 2018 Filed on Feb 05, 2019
1,000
N/A
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
4
$141.77 - $189.89 $567 - $760
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
200
$8.76 - $10.69 $1.75K - $2.14K
URA
Global X Uranium ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
58
$11.3 - $13.58 $655 - $788
Cyrusone Inc
Q4 2018 Filed on Feb 05, 2019
41
N/A
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
27
$40.76 - $50.64 $1.1K - $1.37K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
12
$335.82 - $403.04 $4.03K - $4.84K
ENV
Envestnet, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
16
$46.62 - $61.79 $746 - $989
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q4 2018 Filed on Feb 05, 2019
5,000
$2.02 - $6.4 $10.1K - $32K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
292
N/A
Weingarten Rlty Invs
Q4 2018 Filed on Feb 05, 2019
564
N/A
Praxair Inc
Q4 2018 Filed on Feb 05, 2019
1,725
N/A
CE
Celanese Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
11
$84.41 - $114.14 $929 - $1.26K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Feb 05, 2019
183
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
7
$91.79 - $130.07 $643 - $910
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
24
$43.24 - $51.16 $1.04K - $1.23K
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
Babcock & Wilcox Enterpris I
Q4 2018 Filed on Feb 05, 2019
3,135
N/A
Aetna Inc New
Q4 2018 Filed on Feb 05, 2019
115
N/A
UIS
Unisys Corp

Technology
Q4 2018 Filed on Feb 05, 2019
3
$10.69 - $20.11 $32.1 - $60.3
Navistar Intl Corp New
Q4 2018 Filed on Feb 05, 2019
200
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
Senior Hsg Pptys Tr
Q4 2018 Filed on Feb 05, 2019
41
N/A
Mcdermott Intl Inc
Q4 2018 Filed on Feb 05, 2019
1,100
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
Bemis Inc
Q4 2018 Filed on Feb 05, 2019
198
N/A
NHI
National Health Investors Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
14
$70.6 - $80.86 $988 - $1.13K
HOPE
Hope Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
84
$11.53 - $16.59 $969 - $1.39K
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
100
$17.64 - $28.32 $1.76K - $2.83K
ELY
Callaway Golf CO

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
8
$14.45 - $24.15 $116 - $193
ZD
Ziff Davis, Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
16
$56.93 - $71.0 $911 - $1.14K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 05, 2019
468
$12.7 - $14.94 $5.94K - $6.99K
XYL
Xylem Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
9
$61.38 - $80.64 $552 - $726
HUBB
Hubbell Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
10
$92.76 - $133.76 $928 - $1.34K
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
9
$42.61 - $66.6 $383 - $599
Credit Suisse Ag Nassau Brh
Q4 2018 Filed on Feb 05, 2019
48
N/A
Andeavor
Q4 2018 Filed on Feb 05, 2019
537
N/A
EGP
Eastgroup Properties Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
8
$88.85 - $101.69 $711 - $814
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