Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HUBB
Hubbell Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
10
$92.76 - $133.76 $928 - $1.34K
AVY
Avery Dennison Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
15
$83.79 - $109.14 $1.26K - $1.64K
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
200
$48.73 - $76.08 $9.75K - $15.2K
AIZ
Assurant, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
5
$82.65 - $108.44 $413 - $542
Wabco Hldgs Inc
Q4 2018 Filed on Feb 05, 2019
5
N/A
SABR
Sabre Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
26
$20.7 - $26.15 $538 - $680
NCA
Nuveen California Municipal Value Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,000
$8.98 - $9.32 $18K - $18.6K
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
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
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
EGP
Eastgroup Properties Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
8
$88.85 - $101.69 $711 - $814
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
200
$8.76 - $10.69 $1.75K - $2.14K
ROK
Rockwell Automation, Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
4
$141.77 - $189.89 $567 - $760
IPGP
Ipg Photonics Corp

Technology
Q4 2018 Filed on Feb 05, 2019
6
$105.65 - $157.42 $634 - $945
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
21
$82.72 - $107.01 $1.74K - $2.25K
CWT
California Water Service Group

Utilities
Q4 2018 Filed on Feb 05, 2019
42
$40.47 - $48.77 $1.7K - $2.05K
GVA
Granite Construction Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$38.82 - $55.69 $699 - $1K
OZK
Bank Ozk

Financial Services
Q4 2018 Filed on Feb 05, 2019
81
$21.19 - $38.72 $1.72K - $3.14K
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
11
$43.11 - $61.57 $474 - $677
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
2
$74.85 - $94.97 $150 - $190
NHI
National Health Investors Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
14
$70.6 - $80.86 $988 - $1.13K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 05, 2019
6
$120.82 - $174.09 $725 - $1.04K
HTLD
Heartland Express Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$17.3 - $20.75 $554 - $664
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
13
$77.95 - $109.98 $1.01K - $1.43K
XYL
Xylem Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
9
$61.38 - $80.64 $552 - $726
Ramco Gershenson Pptys Tr
Q4 2018 Filed on Feb 05, 2019
96
N/A
PEB
Pebblebrook Hotel Trust

Real Estate
Q4 2018 Filed on Feb 05, 2019
20
$26.74 - $35.94 $535 - $719
FTNT
Fortinet, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
41
$13.1 - $18.46 $537 - $757
EWBC
East West Bancorp Inc

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

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$45.41 - $56.88 $545 - $683
GIM
Templeton Global Income Fund

Financial Services
Q4 2018 Filed on Feb 05, 2019
2,290
$6.03 - $6.25 $13.8K - $14.3K
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
14
$101.64 - $110.01 $1.42K - $1.54K
BGCP
Bgc Partners, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
329
$5.14 - $7.54 $1.69K - $2.48K
PSEC
Prospect Capital Corp

Financial Services
Q4 2018 Filed on Feb 05, 2019
26,542
$5.77 - $7.27 $153K - $193K
AWR
American States Water CO

Utilities
Q4 2018 Filed on Feb 05, 2019
12
$58.9 - $69.19 $707 - $830
Hollyfrontier Corp
Q4 2018 Filed on Feb 05, 2019
12
N/A
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
10
$30.86 - $37.83 $309 - $378
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 05, 2019
12
$335.82 - $403.04 $4.03K - $4.84K
AWK
American Water Works Company, Inc.

Utilities
Q4 2018 Filed on Feb 05, 2019
67
$86.31 - $97.8 $5.78K - $6.55K
VET
Vermilion Energy Inc.

Energy
Q4 2018 Filed on Feb 05, 2019
90
$19.93 - $33.84 $1.79K - $3.05K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2018 Filed on Feb 05, 2019
1,541
N/A
Ubs Ag Jersey Brh
Q4 2018 Filed on Feb 05, 2019
1,574
N/A
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2018 Filed on Feb 05, 2019
11
$124.95 - $148.69 $1.37K - $1.64K
ALB
Albemarle Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
7
$73.13 - $107.99 $512 - $756
Steris PLC
Q4 2018 Filed on Feb 05, 2019
32
N/A
IEX
Idex Corp

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