Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.14 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2018 Filed on Jul 31, 2018
167
$57.03 - $63.04 $9.52K - $10.5K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
175
N/A
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2018 Filed on Jul 31, 2018
20,793
$48.54 - $49.29 $1.01M - $1.02M
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 31, 2018
141,264
N/A
CDNS
Cadence Design Systems Inc

Technology
Q2 2018 Filed on Jul 31, 2018
2,497
$35.85 - $45.2 $89.5K - $113K
Rydex ETF Trust
Q2 2018 Filed on Jul 31, 2018
69,060
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 31, 2018
79,272
N/A
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Jul 31, 2018
85
$9.95 - $12.45 $846 - $1.06K
CAH
Cardinal Health Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
308
$48.83 - $65.82 $15K - $20.3K
BIB
Proshares Trust Proshares Ul

ETFs
Q2 2018 Filed on Jul 31, 2018
179
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2018 Filed on Jul 31, 2018
20
N/A
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2018 Filed on Jul 31, 2018
504
$31.0 - $44.17 $15.6K - $22.3K
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
30
$23.11 - $30.59 $693 - $918
NWSA
News Corp

Communication Services
Q2 2018 Filed on Jul 31, 2018
1
$15.03 - $16.59 $15 - $16.6
Chegg Inc
Q2 2018 Filed on Jul 31, 2018
155,233
N/A
Ishares Tr
Q2 2018 Filed on Jul 31, 2018
34
N/A
FARM
Farmer Brothers CO

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
58
$23.95 - $30.95 $1.39K - $1.8K
Monsanto CO New
Q2 2018 Filed on Jul 31, 2018
83,046
N/A
Cadence Design System Inc
Q2 2018 Filed on Jul 31, 2018
200
N/A
LOGI
Logitech International S.A.

Technology
Q2 2018 Filed on Jul 31, 2018
130
$35.88 - $45.98 $4.66K - $5.98K
PPT
Putnam Premier Income Trust

Financial Services
Q2 2018 Filed on Jul 31, 2018
500
$5.18 - $5.49 $2.59K - $2.75K
Time Warner Inc
Q2 2018 Filed on Jul 31, 2018
69
N/A
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
1,962
$101.92 - $116.42 $200K - $228K
SPFF
Global X Superincome Preferred

ETFs
Q2 2018 Filed on Jul 31, 2018
67
$11.69 - $11.93 $783 - $799
TREE
Lending Tree, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
16
$210.15 - $328.8 $3.36K - $5.26K
Buckeye Partners L P
Q2 2018 Filed on Jul 31, 2018
129
N/A
China Mobile Limited
Q2 2018 Filed on Jul 31, 2018
28
N/A
ERJ
Embraer S.A.

Industrials
Q2 2018 Filed on Jul 31, 2018
71
$23.23 - $27.49 $1.65K - $1.95K
Nuveen Pfd & Incm Securties
Q2 2018 Filed on Jul 31, 2018
9,041
N/A
WPP
Wpp PLC

Communication Services
Q2 2018 Filed on Jul 31, 2018
14
$77.68 - $91.42 $1.09K - $1.28K
KSU
Kansas City Southern

Industrials
Q2 2018 Filed on Jul 31, 2018
112
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
UHS
Universal Health Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
1,629
$111.44 - $122.04 $182K - $199K
ICLR
Icon PLC

Healthcare
Q2 2018 Filed on Jul 31, 2018
20
$111.38 - $137.03 $2.23K - $2.74K
Rydex ETF Trust
Q2 2018 Filed on Jul 31, 2018
902
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
68
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
6,701
N/A
Express Scripts Hldg CO
Q2 2018 Filed on Jul 31, 2018
116
N/A
GPN
Global Payments Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
649
$108.48 - $118.48 $70.4K - $76.9K
Ishares Tr
Q2 2018 Filed on Jul 31, 2018
4,501
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
100
$36.62 - $53.87 $3.66K - $5.39K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2018 Filed on Jul 31, 2018
37
$77.52 - $87.75 $2.87K - $3.25K
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
GBX
Greenbrier Companies Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
250
$43.85 - $52.75 $11K - $13.2K
Windstream Hldgs Inc
Q2 2018 Filed on Jul 31, 2018
14
N/A
ARW
Arrow Electronics Inc

Technology
Q2 2018 Filed on Jul 31, 2018
127
$72.79 - $79.5 $9.24K - $10.1K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
15
$16.08 - $24.31 $241 - $365
Telefonica Brasil Sa
Q2 2018 Filed on Jul 31, 2018
99
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