Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.3 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
60
$83.32 - $101.88 $5K - $6.11K
TYL
Tyler Technologies Inc

Technology
Q2 2018 Filed on Jul 31, 2018
22
$204.33 - $239.16 $4.5K - $5.26K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
60
$29.27 - $35.37 $1.76K - $2.12K
CTXS
Citrix Systems Inc

Technology
Q2 2018 Filed on Jul 31, 2018
58
$91.33 - $109.22 $5.3K - $6.33K
NWSA
News Corp

Communication Services
Q2 2018 Filed on Jul 31, 2018
1
$15.03 - $16.59 $15 - $16.6
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
1,000
$103.76 - $139.5 $104K - $140K
CAH
Cardinal Health Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
308
$48.83 - $65.82 $15K - $20.3K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2018 Filed on Jul 31, 2018
167
$57.03 - $63.04 $9.52K - $10.5K
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Jul 31, 2018
85
$9.95 - $12.45 $846 - $1.06K
Monsanto CO New
Q2 2018 Filed on Jul 31, 2018
83,046
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
175
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
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2018 Filed on Jul 31, 2018
26
$59.82 - $69.06 $1.56K - $1.8K
Powershares Qqq Trust
Q2 2018 Filed on Jul 31, 2018
4,453
N/A
FARM
Farmer Brothers CO

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
58
$23.95 - $30.95 $1.39K - $1.8K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q2 2018 Filed on Jul 31, 2018
314
N/A
Fitbit Inc
Q2 2018 Filed on Jul 31, 2018
100
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
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
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 31, 2018
74
$11.56 - $11.94 $855 - $884
Chegg Inc
Q2 2018 Filed on Jul 31, 2018
155,233
N/A
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
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
30
$23.11 - $30.59 $693 - $918
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
89
$14.44 - $15.74 $1.29K - $1.4K
SNY
Sanofi

Healthcare
Q2 2018 Filed on Jul 31, 2018
50
$37.63 - $41.22 $1.88K - $2.06K
UHS
Universal Health Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
1,629
$111.44 - $122.04 $182K - $199K
Rydex ETF Trust
Q2 2018 Filed on Jul 31, 2018
902
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
Worldpay Inc
Q2 2018 Filed on Jul 31, 2018
110
N/A
SPFF
Global X Superincome Preferred

ETFs
Q2 2018 Filed on Jul 31, 2018
67
$11.69 - $11.93 $783 - $799
ENIC
Enel Chile S.A.

Utilities
Q2 2018 Filed on Jul 31, 2018
2,253
$4.82 - $6.5 $10.9K - $14.6K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2018 Filed on Jul 31, 2018
15
N/A
KSU
Kansas City Southern

Industrials
Q2 2018 Filed on Jul 31, 2018
112
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
Colony Northstar Inc
Q2 2018 Filed on Jul 31, 2018
3,200
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
15
$16.08 - $24.31 $241 - $365
RGA
Reinsurance Group Of America Inc

Financial Services
Q2 2018 Filed on Jul 31, 2018
162
$133.22 - $159.32 $21.6K - $25.8K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
68
N/A
ARW
Arrow Electronics Inc

Technology
Q2 2018 Filed on Jul 31, 2018
127
$72.79 - $79.5 $9.24K - $10.1K
Valeant Pharmaceuticals Intl
Q2 2018 Filed on Jul 31, 2018
100
N/A
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
15
N/A
Express Scripts Hldg CO
Q2 2018 Filed on Jul 31, 2018
116
N/A
DTH
Wisdomtree Tr

ETFs
Q2 2018 Filed on Jul 31, 2018
402
N/A
E
Eni Spa

Energy
Q2 2018 Filed on Jul 31, 2018
40
$34.74 - $40.09 $1.39K - $1.6K
Ishares Tr
Q2 2018 Filed on Jul 31, 2018
34
N/A
WPP
Wpp PLC

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