Destination Wealth Management Closed Holding Positions

Destination Wealth Management

$3.14 Billion
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Halyard Health Inc	Q3 2018 Filed on Nov 07, 2018	37	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
IYG Ishares Tr ETFs	Q3 2018 Filed on Nov 07, 2018	14	N/A
Precision Drilling Corp	Q3 2018 Filed on Nov 07, 2018	507	N/A
PPA Invesco Exchange Traded Fd Tr ETFs	Q3 2018 Filed on Nov 07, 2018	10	$55.19 - $61.72 $552 - $617
XNTK Spdr Series Trust Spdr Nyse Te ETFs	Q3 2018 Filed on Nov 07, 2018	34	N/A
GBDC Golub Capital Bdc, Inc. Financial Services	Q3 2018 Filed on Nov 07, 2018	1,200	$18.02 - $18.75 $21.6K - $22.5K
NHS Neuberger Berman High Yield Strategies Fund Inc. Financial Services	Q3 2018 Filed on Nov 07, 2018	173	$10.79 - $11.0 $1.87K - $1.9K
PNR Pentair PLC Industrials	Q3 2018 Filed on Nov 07, 2018	600	$41.91 - $45.31 $25.1K - $27.2K
KCE Spdr S&P Capital Markets ETF ETFs	Q3 2018 Filed on Nov 07, 2018	8	N/A
EA Electronic Arts Inc. Communication Services	Q3 2018 Filed on Nov 07, 2018	176	$111.55 - $148.93 $19.6K - $26.2K
Global X Fds	Q3 2018 Filed on Nov 07, 2018	27	N/A
LNG Cheniere Energy, Inc. Energy	Q3 2018 Filed on Nov 07, 2018	100	$60.28 - $69.5 $6.03K - $6.95K
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	Q3 2018 Filed on Nov 07, 2018	3,750	N/A
Zynga Inc	Q3 2018 Filed on Nov 07, 2018	3,000	N/A
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	Q3 2018 Filed on Nov 07, 2018	3,620	N/A
ROKU Roku, Inc Communication Services	Q3 2018 Filed on Nov 07, 2018	100	$43.29 - $74.74 $4.33K - $7.47K
DXJ Wisdomtree Trust Japan Hedged ETFs	Q3 2018 Filed on Nov 07, 2018	78	N/A
DLN Wisdomtree Tr U.S Largecap Div ETFs	Q3 2018 Filed on Nov 07, 2018	16	N/A
Williams Partners L P New	Q3 2018 Filed on Nov 07, 2018	2,216	N/A
Aqua America Inc	Q3 2018 Filed on Nov 07, 2018	1,609	N/A
AEE Ameren Corp Utilities	Q3 2018 Filed on Nov 07, 2018	1,000	$59.97 - $65.9 $60K - $65.9K
Wpx Energy Inc	Q3 2018 Filed on Nov 07, 2018	16	N/A
WB Weibo Corp Communication Services	Q3 2018 Filed on Nov 07, 2018	175	$68.72 - $90.97 $12K - $15.9K
LTPZ Pimco ETF Tr 15+ Yr Us Tips In ETFs	Q3 2018 Filed on Nov 07, 2018	10	N/A
Ggp Inc	Q3 2018 Filed on Nov 07, 2018	1,000	N/A
MMP Magellan Midstream Partners, L.P. Energy	Q3 2018 Filed on Nov 07, 2018	500	$67.47 - $71.97 $33.7K - $36K
GRU Swedish Export Credit Corp ETFs	Q3 2018 Filed on Nov 07, 2018	200	$3.22 - $3.62 $644 - $724
CVA Covanta Holding Corporation Industrials	Q3 2018 Filed on Nov 07, 2018	1,800	N/A
QDF Flexshares Quality Dividend In ETFs	Q3 2018 Filed on Nov 07, 2018	51	$45.2 - $48.07 $2.31K - $2.45K
DBA Invesco Db Agriculture Fund ETFs	Q3 2018 Filed on Nov 07, 2018	50	$16.85 - $17.91 $843 - $896
VT Vanguard Total World Stk Index ETFs	Q2 2018 Filed on Jul 31, 2018	115	N/A
GSIE Goldman Sachs ETF Tr Activebet ETFs	Q2 2018 Filed on Jul 31, 2018	1,536	$29.14 - $30.84 $44.8K - $47.4K
IVOG Vanguard S&P Mid Cap 400 Growt ETFs	Q2 2018 Filed on Jul 31, 2018	314	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Jul 31, 2018	338	N/A
Powershares Qqq Trust	Q2 2018 Filed on Jul 31, 2018	4,453	N/A
DLB Dolby Laboratories, Inc. Industrials	Q2 2018 Filed on Jul 31, 2018	26	$59.82 - $69.06 $1.56K - $1.8K
HMC Honda Motor CO LTD Consumer Cyclical	Q2 2018 Filed on Jul 31, 2018	60	$29.27 - $35.37 $1.76K - $2.12K
RGA Reinsurance Group Of America Inc Financial Services	Q2 2018 Filed on Jul 31, 2018	162	$133.22 - $159.32 $21.6K - $25.8K
ERIC Ericsson Lm Telephone CO Technology	Q2 2018 Filed on Jul 31, 2018	153	$6.16 - $7.94 $942 - $1.21K
Clearbridge Energy Mlp Fd In	Q2 2018 Filed on Jul 31, 2018	200	N/A
HEFA Ishares Currency Hedged Msci E ETFs	Q2 2018 Filed on Jul 31, 2018	115	$28.27 - $30.76 $3.25K - $3.54K
CTXS Citrix Systems Inc Technology	Q2 2018 Filed on Jul 31, 2018	58	$91.33 - $109.22 $5.3K - $6.33K
AMX America Movil Sab De Cv Communication Services	Q2 2018 Filed on Jul 31, 2018	232	$14.94 - $19.87 $3.47K - $4.61K
AAP Advance Auto Parts Inc Consumer Cyclical	Q2 2018 Filed on Jul 31, 2018	1,000	$103.76 - $139.5 $104K - $140K
Fitbit Inc	Q2 2018 Filed on Jul 31, 2018	100	N/A
IVOV Vanguard S&P Mid Cap 400 Value ETFs	Q2 2018 Filed on Jul 31, 2018	90	N/A
ADX Adams Diversified Equity Fund, Inc. Financial Services	Q2 2018 Filed on Jul 31, 2018	89	$14.44 - $15.74 $1.29K - $1.4K
VCV Invesco California Value Municipal Income Trust Financial Services	Q2 2018 Filed on Jul 31, 2018	74	$11.56 - $11.94 $855 - $884

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