Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AIN
Albany International Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
14
$58.41 - $78.31 $818 - $1.1K
FTS
Fortis Inc.

Utilities
Q4 2018 Filed on Feb 05, 2019
22
$31.55 - $35.58 $694 - $783
EXP
Eagle Materials Inc

Basic Materials
Q4 2018 Filed on Feb 05, 2019
2
$57.48 - $86.23 $115 - $172
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2018 Filed on Feb 05, 2019
11
$124.95 - $148.69 $1.37K - $1.64K
National Instrs Corp
Q4 2018 Filed on Feb 05, 2019
14
N/A
EWY
Ishares Inc Msci South Korea E

ETFs
Q4 2018 Filed on Feb 05, 2019
8
$56.85 - $67.95 $455 - $544
Cyrusone Inc
Q4 2018 Filed on Feb 05, 2019
41
N/A
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
MRTN
Marten Transport LTD

Industrials
Q4 2018 Filed on Feb 05, 2019
32
$10.39 - $14.04 $332 - $449
AX
Axos Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
14
$24.43 - $36.09 $342 - $505
HUBB
Hubbell Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
10
$92.76 - $133.76 $928 - $1.34K
Obsidian Energy LTD
Q4 2018 Filed on Feb 05, 2019
1,000
N/A
XYL
Xylem Inc.

Industrials
Q4 2018 Filed on Feb 05, 2019
9
$61.38 - $80.64 $552 - $726
BOKF
Bok Financial Corp

Financial Services
Q4 2018 Filed on Feb 05, 2019
16
$70.59 - $97.5 $1.13K - $1.56K
AWK
American Water Works Company, Inc.

Utilities
Q4 2018 Filed on Feb 05, 2019
67
$86.31 - $97.8 $5.78K - $6.55K
Owens Rlty Mtg Inc
Q4 2018 Filed on Feb 05, 2019
5,000
N/A
Ubs Ag Jersey Brh
Q4 2018 Filed on Feb 05, 2019
1,574
N/A
AGO
Assured Guaranty LTD

Financial Services
Q4 2018 Filed on Feb 05, 2019
77
$36.29 - $42.72 $2.79K - $3.29K
TUR
Ishares Msci Turkey ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$21.77 - $26.54 $87.1 - $106
AVY
Avery Dennison Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
15
$83.79 - $109.14 $1.26K - $1.64K
Crane CO
Q4 2018 Filed on Feb 05, 2019
23
N/A
Wabco Hldgs Inc
Q4 2018 Filed on Feb 05, 2019
5
N/A
EPHE
Ishares Msci Philippines ETF

ETFs
Q4 2018 Filed on Feb 05, 2019
4
$28.2 - $32.3 $113 - $129
GD
General Dynamics Corp

Industrials
Q4 2018 Filed on Feb 05, 2019
12
$148.21 - $207.16 $1.78K - $2.49K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
38
$11.14 - $14.11 $423 - $536
HUN
Huntsman Corp

Basic Materials
Q4 2018 Filed on Feb 05, 2019
68
$18.14 - $27.3 $1.23K - $1.86K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 05, 2019
46
$27.94 - $39.23 $1.29K - $1.8K
LECO
Lincoln Electric Holdings Inc

Industrials
Q4 2018 Filed on Feb 05, 2019
14
$72.88 - $94.62 $1.02K - $1.32K
TFX
Teleflex Inc

Healthcare
Q4 2018 Filed on Feb 05, 2019
8
$229.54 - $275.63 $1.84K - $2.21K
OZK
Bank Ozk

Financial Services
Q4 2018 Filed on Feb 05, 2019
81
$21.19 - $38.72 $1.72K - $3.14K
BC
Brunswick Corp

Consumer Cyclical
Q4 2018 Filed on Feb 05, 2019
9
$42.61 - $66.6 $383 - $599
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2018 Filed on Feb 05, 2019
27
$40.76 - $50.64 $1.1K - $1.37K
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Nov 07, 2018
92
$14.78 - $16.06 $1.36K - $1.48K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2018 Filed on Nov 07, 2018
77
$54.65 - $59.25 $4.21K - $4.56K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
64
$52.87 - $56.02 $3.38K - $3.59K
EFV
Msci Eafe Value ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
36
$49.68 - $52.91 $1.79K - $1.9K
Retail Pptys Amer Inc
Q3 2018 Filed on Nov 07, 2018
760
N/A
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
185
$27.99 - $30.92 $5.18K - $5.72K
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
Q3 2018 Filed on Nov 07, 2018
2,000
$5.68 - $6.25 $11.4K - $12.5K
VAW
Vanguard Materials ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
21
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2018 Filed on Nov 07, 2018
1,077
$50.54 - $53.92 $54.4K - $58.1K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q3 2018 Filed on Nov 07, 2018
100
N/A
PTN
Palatin Technologies Inc

Healthcare
Q3 2018 Filed on Nov 07, 2018
5
$0.88 - $1.1 $4.4 - $5.5
Etfs Precious Metals Basket
Q3 2018 Filed on Nov 07, 2018
136
N/A
RMR
Rmr Group Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
5
$79.25 - $97.3 $396 - $487
IHDG
Wisdomtree Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
18
N/A
Tivo Corp
Q3 2018 Filed on Nov 07, 2018
38
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
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