Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Obsidian Energy LTD
Q4 2018 Filed on Feb 05, 2019
1,000
N/A
BOKF
Bok Financial Corp

Financial Services
Q4 2018 Filed on Feb 05, 2019
16
$70.59 - $97.5 $1.13K - $1.56K
Blackstone Group L P
Q4 2018 Filed on Feb 05, 2019
1,775
N/A
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
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
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
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
HSY
Hershey CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
14
$101.64 - $110.01 $1.42K - $1.54K
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
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
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 05, 2019
6
$120.82 - $174.09 $725 - $1.04K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
13
$77.95 - $109.98 $1.01K - $1.43K
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
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
G
Genpact LTD

Technology
Q4 2018 Filed on Feb 05, 2019
48
$25.88 - $30.51 $1.24K - $1.46K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
85
$10.63 - $13.28 $904 - $1.13K
HA
Hawaiian Holdings Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
48
$25.04 - $40.14 $1.2K - $1.93K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2018 Filed on Feb 05, 2019
458
N/A
EEFT
Euronet Worldwide, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
8
$96.7 - $120.53 $774 - $964
Maxim Integrated Prods Inc
Q4 2018 Filed on Feb 05, 2019
28
N/A
Peoples United Financial Inc
Q4 2018 Filed on Feb 05, 2019
89
N/A
Virtusa Corp
Q4 2018 Filed on Feb 05, 2019
9
N/A
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
31
$24.85 - $28.38 $770 - $880
GAIN
Gladstone Investment Corporation\De

Financial Services
Q4 2018 Filed on Feb 05, 2019
3,500
$8.79 - $11.4 $30.8K - $39.9K
LFUS
Littelfuse Inc

Technology
Q4 2018 Filed on Feb 05, 2019
12
$155.15 - $195.58 $1.86K - $2.35K
Tableau Software Inc
Q4 2018 Filed on Feb 05, 2019
102
N/A
QTWO
Q2 Holdings, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
6
$44.22 - $57.44 $265 - $345
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2018 Filed on Feb 05, 2019
4
N/A
AOS
Smith A O Corp

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

Industrials
Q4 2018 Filed on Feb 05, 2019
8
$68.95 - $84.27 $552 - $674
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q4 2018 Filed on Feb 05, 2019
98
$107.24 - $140.77 $10.5K - $13.8K
EPR
Epr Properties

Real Estate
Q4 2018 Filed on Feb 05, 2019
56
$63.46 - $71.45 $3.55K - $4K
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
53
$93.16 - $114.2 $4.94K - $6.05K
PNM
Pnm Resources Inc

Utilities
Q4 2018 Filed on Feb 05, 2019
25
$38.14 - $44.7 $954 - $1.12K
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
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2018 Filed on Feb 05, 2019
65
$19.85 - $24.36 $1.29K - $1.58K
WU
Western Union CO

Financial Services
Q4 2018 Filed on Feb 05, 2019
400
$16.55 - $19.08 $6.62K - $7.63K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
13
N/A
Navios Maritime Midstream LP
Q4 2018 Filed on Feb 05, 2019
1,000
N/A
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
12
$96.2 - $136.8 $1.15K - $1.64K
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