Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
85
$10.63 - $13.28 $904 - $1.13K
G
Genpact LTD

Technology
Q4 2018 Filed on Feb 05, 2019
48
$25.88 - $30.51 $1.24K - $1.46K
Northwest Nat Gas CO
Q4 2018 Filed on Feb 05, 2019
1,333
N/A
ADC
Agree Realty Corp

Real Estate
Q4 2018 Filed on Feb 05, 2019
17
$51.36 - $62.39 $873 - $1.06K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 05, 2019
14
N/A
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Feb 05, 2019
151
N/A
TRMB
Trimble Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
12
$30.16 - $43.24 $362 - $519
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
10
$30.86 - $37.83 $309 - $378
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
13
$77.95 - $109.98 $1.01K - $1.43K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2018 Filed on Feb 05, 2019
6
$120.82 - $174.09 $725 - $1.04K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Feb 05, 2019
470
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
11
$43.11 - $61.57 $474 - $677
GVA
Granite Construction Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
18
$38.82 - $55.69 $699 - $1K
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
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2018 Filed on Feb 05, 2019
458
N/A
AOS
Smith A O Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
12
$41.41 - $53.86 $497 - $646
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2018 Filed on Feb 05, 2019
4
N/A
QTWO
Q2 Holdings, Inc.

Technology
Q4 2018 Filed on Feb 05, 2019
6
$44.22 - $57.44 $265 - $345
Tableau Software Inc
Q4 2018 Filed on Feb 05, 2019
102
N/A
WWD
Woodward, Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
8
$68.95 - $84.27 $552 - $674
LFUS
Littelfuse Inc

Technology
Q4 2018 Filed on Feb 05, 2019
12
$155.15 - $195.58 $1.86K - $2.35K
GAIN
Gladstone Investment Corporation\De

Financial Services
Q4 2018 Filed on Feb 05, 2019
3,500
$8.79 - $11.4 $30.8K - $39.9K
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 05, 2019
31
$24.85 - $28.38 $770 - $880
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
Virtusa Corp
Q4 2018 Filed on Feb 05, 2019
9
N/A
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 05, 2019
53
$93.16 - $114.2 $4.94K - $6.05K
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
Halyard Health Inc
Q3 2018 Filed on Nov 07, 2018
37
N/A
KXI
Ishares Tr Global Consumer Sta

ETFs
Q3 2018 Filed on Nov 07, 2018
102
$48.92 - $51.07 $4.99K - $5.21K
DBA
Invesco Db Agriculture Fund

ETFs
Q3 2018 Filed on Nov 07, 2018
50
$16.85 - $17.91 $843 - $896
Zynga Inc
Q3 2018 Filed on Nov 07, 2018
3,000
N/A
IHDG
Wisdomtree Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
18
N/A
RMR
Rmr Group Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
5
$79.25 - $97.3 $396 - $487
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2018 Filed on Nov 07, 2018
1,077
$50.54 - $53.92 $54.4K - $58.1K
IYG
Ishares Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
14
N/A
IYK
Ishares U.S. Consumer Staples

ETFs
Q3 2018 Filed on Nov 07, 2018
43
$117.39 - $122.46 $5.05K - $5.27K
GGB
Gerdau S.A.

Basic Materials
Q3 2018 Filed on Nov 07, 2018
300
$3.52 - $4.56 $1.06K - $1.37K
QDF
Flexshares Quality Dividend In

ETFs
Q3 2018 Filed on Nov 07, 2018
51
$45.2 - $48.07 $2.31K - $2.45K
EFV
Msci Eafe Value ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
36
$49.68 - $52.91 $1.79K - $1.9K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
64
$52.87 - $56.02 $3.38K - $3.59K
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
185
$27.99 - $30.92 $5.18K - $5.72K
Retail Pptys Amer Inc
Q3 2018 Filed on Nov 07, 2018
760
N/A
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Nov 07, 2018
92
$14.78 - $16.06 $1.36K - $1.48K
AEE
Ameren Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
1,000
$59.97 - $65.9 $60K - $65.9K
WB
Weibo Corp

Communication Services
Q3 2018 Filed on Nov 07, 2018
175
$68.72 - $90.97 $12K - $15.9K
Ggp Inc
Q3 2018 Filed on Nov 07, 2018
1,000
N/A
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