Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Tr
Q2 2018 Filed on Jul 31, 2018
112
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 31, 2018
69,060
N/A
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
16,870
$17.86 - $20.91 $301K - $353K
HEWG
Ishares Currency Hedged Msci G

ETFs
Q2 2018 Filed on Jul 31, 2018
13
$27.0 - $29.68 $351 - $386
Twenty First Centy Fox Inc
Q2 2018 Filed on Jul 31, 2018
3
N/A
Microsemi Corp
Q2 2018 Filed on Jul 31, 2018
23
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2018 Filed on Jul 31, 2018
200
N/A
UHS
Universal Health Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
1,629
$111.44 - $122.04 $182K - $199K
Powershares ETF Trust
Q2 2018 Filed on Jul 31, 2018
980
N/A
Cvs Health Corp
Q2 2018 Filed on Jul 31, 2018
423
N/A
Worldpay Inc
Q2 2018 Filed on Jul 31, 2018
110
N/A
Select Sector Spdr Tr
Q2 2018 Filed on Jul 31, 2018
358
N/A
AMX
America Movil Sab De Cv

Communication Services
Q2 2018 Filed on Jul 31, 2018
232
$14.94 - $19.87 $3.47K - $4.61K
Express Scripts Hldg CO
Q2 2018 Filed on Jul 31, 2018
116
N/A
VT
Vanguard Total World Stk Index

ETFs
Q2 2018 Filed on Jul 31, 2018
115
N/A
ENIC
Enel Chile S.A.

Utilities
Q2 2018 Filed on Jul 31, 2018
2,253
$4.82 - $6.5 $10.9K - $14.6K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
15
N/A
Nuveen Pfd & Incm Securties
Q2 2018 Filed on Jul 31, 2018
9,041
N/A
ERIC
Ericsson Lm Telephone CO

Technology
Q2 2018 Filed on Jul 31, 2018
153
$6.16 - $7.94 $942 - $1.21K
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 31, 2018
179
N/A
ARW
Arrow Electronics Inc

Technology
Q2 2018 Filed on Jul 31, 2018
127
$72.79 - $79.5 $9.24K - $10.1K
HEFA
Ishares Currency Hedged Msci E

ETFs
Q2 2018 Filed on Jul 31, 2018
115
$28.27 - $30.76 $3.25K - $3.54K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2018 Filed on Jul 31, 2018
15
N/A
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2018 Filed on Jul 31, 2018
37
$77.52 - $87.75 $2.87K - $3.25K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
1,962
$101.92 - $116.42 $200K - $228K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q2 2018 Filed on Jul 31, 2018
90
N/A
TREE
Lending Tree, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
16
$210.15 - $328.8 $3.36K - $5.26K
Clearbridge Energy Mlp Fd In
Q2 2018 Filed on Jul 31, 2018
200
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
60
$29.27 - $35.37 $1.76K - $2.12K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2018 Filed on Jul 31, 2018
1,536
$29.14 - $30.84 $44.8K - $47.4K
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 31, 2018
74
$11.56 - $11.94 $855 - $884
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
30
$23.11 - $30.59 $693 - $918
Chegg Inc
Q2 2018 Filed on Jul 31, 2018
155,233
N/A
FARM
Farmer Brothers CO

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
58
$23.95 - $30.95 $1.39K - $1.8K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
1,000
$103.76 - $139.5 $104K - $140K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2018 Filed on Jul 31, 2018
167
$57.03 - $63.04 $9.52K - $10.5K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
60
$83.32 - $101.88 $5K - $6.11K
Verifone Sys Inc
Q2 2018 Filed on Jul 31, 2018
533
N/A
Powershares Act Mang Comm Fd
Q2 2018 Filed on Jul 31, 2018
49
N/A
SRCL
Stericycle Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
403
$57.11 - $65.29 $23K - $26.3K
Colony Northstar Inc
Q2 2018 Filed on Jul 31, 2018
3,200
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
208
$181.65 - $205.34 $37.8K - $42.7K
Windstream Hldgs Inc
Q2 2018 Filed on Jul 31, 2018
14
N/A
Telefonica Brasil Sa
Q2 2018 Filed on Jul 31, 2018
99
N/A
ERJ
Embraer S.A.

Industrials
Q2 2018 Filed on Jul 31, 2018
71
$23.23 - $27.49 $1.65K - $1.95K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
68
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2018 Filed on Jul 31, 2018
253
$6.11 - $7.64 $1.55K - $1.93K
ICLR
Icon PLC

Healthcare
Q2 2018 Filed on Jul 31, 2018
20
$111.38 - $137.03 $2.23K - $2.74K
Consolidated Tomoka Ld CO
Q2 2018 Filed on Jul 31, 2018
11
N/A
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