Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Proshares Tr Ii
Q4 2018 Filed on Feb 05, 2019
180
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
15
$89.48 - $129.64 $1.34K - $1.94K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
7
$91.79 - $130.07 $643 - $910
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 05, 2019
468
$12.7 - $14.94 $5.94K - $6.99K
Hollyfrontier Corp
Q4 2018 Filed on Feb 05, 2019
12
N/A
PEB
Pebblebrook Hotel Trust

Real Estate
Q4 2018 Filed on Feb 05, 2019
20
$26.74 - $35.94 $535 - $719
ALEX
Alexander & Baldwin, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
2,676
$17.78 - $22.23 $47.6K - $59.5K
Ramco Gershenson Pptys Tr
Q4 2018 Filed on Feb 05, 2019
96
N/A
GVA
Granite Construction Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$38.82 - $55.69 $699 - $1K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
11
$43.11 - $61.57 $474 - $677
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
83
$8.87 - $13.97 $736 - $1.16K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q4 2018 Filed on Feb 05, 2019
143
N/A
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2018 Filed on Feb 05, 2019
858
$50.81 - $51.07 $43.6K - $43.8K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 05, 2019
6
$120.82 - $174.09 $725 - $1.04K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
10
$30.86 - $37.83 $309 - $378
TRMB
Trimble Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
12
$30.16 - $43.24 $362 - $519
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Feb 05, 2019
151
N/A
RSG
Republic Services, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
21
$68.36 - $77.35 $1.44K - $1.62K
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
14
$101.64 - $110.01 $1.42K - $1.54K
MSA
Msa Safety Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
19
$88.72 - $110.6 $1.69K - $2.1K
NLS
Nautilus, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
24
$10.27 - $13.71 $246 - $329
NCA
Nuveen California Municipal Value Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,000
$8.98 - $9.32 $18K - $18.6K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
21
$82.72 - $107.01 $1.74K - $2.25K
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
IEX
Idex Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
8
$118.64 - $151.11 $949 - $1.21K
FTNT
Fortinet, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
41
$13.1 - $18.46 $537 - $757
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q4 2018 Filed on Feb 05, 2019
11
$30.43 - $34.73 $335 - $382
ZD
Ziff Davis, Inc.

Communication Services
Q4 2018 Filed on Feb 05, 2019
16
$56.93 - $71.0 $911 - $1.14K
ELY
Callaway Golf CO

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
8
$14.45 - $24.15 $116 - $193
EWBC
East West Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
32
$40.45 - $62.41 $1.29K - $2K
GIM
Templeton Global Income Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,290
$6.03 - $6.25 $13.8K - $14.3K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q4 2018 Filed on Feb 05, 2019
44
$18.09 - $24.12 $796 - $1.06K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
356
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 05, 2019
14
N/A
ADC
Agree Realty Corp

Real Estate
Q4 2018 Filed on Feb 05, 2019
17
$51.36 - $62.39 $873 - $1.06K
ALE
Allete Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
28
$73.59 - $82.32 $2.06K - $2.3K
HOPE
Hope Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
84
$11.53 - $16.59 $969 - $1.39K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
3,000
$16.66 - $19.1 $50K - $57.3K
PNM
Pnm Resources Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
25
$38.14 - $44.7 $954 - $1.12K
LFUS
Littelfuse Inc

Technology
Q4 2018 Filed on Feb 05, 2019
12
$155.15 - $195.58 $1.86K - $2.35K
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
53
$93.16 - $114.2 $4.94K - $6.05K
EPR
Epr Properties

Real Estate
Q4 2018 Filed on Feb 05, 2019
56
$63.46 - $71.45 $3.55K - $4K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q4 2018 Filed on Feb 05, 2019
98
$107.24 - $140.77 $10.5K - $13.8K
ENV
Envestnet, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
16
$46.62 - $61.79 $746 - $989
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
12
$335.82 - $403.04 $4.03K - $4.84K
AOS
Smith A O Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
12
$41.41 - $53.86 $497 - $646
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