Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q3 2018 Filed on Nov 07, 2018
10
N/A
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2018 Filed on Nov 07, 2018
16
N/A
ROKU
Roku, Inc

Communication Services
Q3 2018 Filed on Nov 07, 2018
100
$43.29 - $74.74 $4.33K - $7.47K
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
Wpx Energy Inc
Q3 2018 Filed on Nov 07, 2018
16
N/A
Aqua America Inc
Q3 2018 Filed on Nov 07, 2018
1,609
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2018 Filed on Nov 07, 2018
78
N/A
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
KCE
Spdr S&P Capital Markets ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
8
N/A
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
Tivo Corp
Q3 2018 Filed on Nov 07, 2018
38
N/A
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q3 2018 Filed on Nov 07, 2018
3,750
N/A
Etfs Precious Metals Basket
Q3 2018 Filed on Nov 07, 2018
136
N/A
Precision Drilling Corp
Q3 2018 Filed on Nov 07, 2018
507
N/A
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q3 2018 Filed on Nov 07, 2018
3,620
N/A
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
CVA
Covanta Holding Corporation

Industrials
Q3 2018 Filed on Nov 07, 2018
1,800
N/A
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q3 2018 Filed on Nov 07, 2018
34
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 07, 2018
2,216
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 07, 2018
600
$41.91 - $45.31 $25.1K - $27.2K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2018 Filed on Nov 07, 2018
77
$54.65 - $59.25 $4.21K - $4.56K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q3 2018 Filed on Nov 07, 2018
1,200
$18.02 - $18.75 $21.6K - $22.5K
EA
Electronic Arts Inc.

Communication Services
Q3 2018 Filed on Nov 07, 2018
176
$111.55 - $148.93 $19.6K - $26.2K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
10
$55.19 - $61.72 $552 - $617
PTN
Palatin Technologies Inc

Healthcare
Q3 2018 Filed on Nov 07, 2018
5
$0.88 - $1.1 $4.4 - $5.5
VAW
Vanguard Materials ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
21
N/A
Clearbridge Energy Mlp Fd In
Q2 2018 Filed on Jul 31, 2018
200
N/A
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
1,962
$101.92 - $116.42 $200K - $228K
Consolidated Tomoka Ld CO
Q2 2018 Filed on Jul 31, 2018
11
N/A
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 31, 2018
179
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
Cadence Design System Inc
Q2 2018 Filed on Jul 31, 2018
200
N/A
Time Warner Inc
Q2 2018 Filed on Jul 31, 2018
69
N/A
CDNS
Cadence Design Systems Inc

Technology
Q2 2018 Filed on Jul 31, 2018
2,497
$35.85 - $45.2 $89.5K - $113K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
16,870
$17.86 - $20.91 $301K - $353K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q2 2018 Filed on Jul 31, 2018
90
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2018 Filed on Jul 31, 2018
153
$6.16 - $7.94 $942 - $1.21K
Verifone Sys Inc
Q2 2018 Filed on Jul 31, 2018
533
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q2 2018 Filed on Jul 31, 2018
200
N/A
JOE
St Joe CO

Real Estate
Q2 2018 Filed on Jul 31, 2018
11
$16.8 - $18.9 $185 - $208
CMBS
Ishares Cmbs ETF

ETFs
Q2 2018 Filed on Jul 31, 2018
55
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q2 2018 Filed on Jul 31, 2018
500
$5.18 - $5.49 $2.59K - $2.75K
PBT
Permian Basin Royalty Trust

Energy
Q2 2018 Filed on Jul 31, 2018
228
$9.03 - $10.24 $2.06K - $2.33K
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
403
$57.11 - $65.29 $23K - $26.3K
Buckeye Partners L P
Q2 2018 Filed on Jul 31, 2018
129
N/A
VIAV
Viavi Solutions Inc.

Technology
Q2 2018 Filed on Jul 31, 2018
125
$9.31 - $10.37 $1.16K - $1.3K
Powershares Act Mang Comm Fd
Q2 2018 Filed on Jul 31, 2018
49
N/A
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email