Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.17 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
Q3 2018 Filed on Nov 07, 2018
3,750
N/A
PTN
Palatin Technologies Inc

Healthcare
Q3 2018 Filed on Nov 07, 2018
5
$0.88 - $1.1 $4.4 - $5.5
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q3 2018 Filed on Nov 07, 2018
34
N/A
PPL
Ppl Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
185
$27.99 - $30.92 $5.18K - $5.72K
VAW
Vanguard Materials ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
21
N/A
Williams Partners L P New
Q3 2018 Filed on Nov 07, 2018
2,216
N/A
Precision Drilling Corp
Q3 2018 Filed on Nov 07, 2018
507
N/A
IYG
Ishares Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
14
N/A
Ggp Inc
Q3 2018 Filed on Nov 07, 2018
1,000
N/A
PNR
Pentair PLC

Industrials
Q3 2018 Filed on Nov 07, 2018
600
$41.91 - $45.31 $25.1K - $27.2K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
64
$52.87 - $56.02 $3.38K - $3.59K
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Nov 07, 2018
92
$14.78 - $16.06 $1.36K - $1.48K
QDF
Flexshares Quality Dividend In

ETFs
Q3 2018 Filed on Nov 07, 2018
51
$45.2 - $48.07 $2.31K - $2.45K
Retail Pptys Amer Inc
Q3 2018 Filed on Nov 07, 2018
760
N/A
AEE
Ameren Corp

Utilities
Q3 2018 Filed on Nov 07, 2018
1,000
$59.97 - $65.9 $60K - $65.9K
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
MMP
Magellan Midstream Partners, L.P.

Energy
Q3 2018 Filed on Nov 07, 2018
500
$67.47 - $71.97 $33.7K - $36K
ROKU
Roku, Inc

Communication Services
Q3 2018 Filed on Nov 07, 2018
100
$43.29 - $74.74 $4.33K - $7.47K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2018 Filed on Nov 07, 2018
16
N/A
Aqua America Inc
Q3 2018 Filed on Nov 07, 2018
1,609
N/A
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
GGB
Gerdau S.A.

Basic Materials
Q3 2018 Filed on Nov 07, 2018
300
$3.52 - $4.56 $1.06K - $1.37K
IYK
Ishares U.S. Consumer Staples

ETFs
Q3 2018 Filed on Nov 07, 2018
43
$117.39 - $122.46 $5.05K - $5.27K
DBA
Invesco Db Agriculture Fund

ETFs
Q3 2018 Filed on Nov 07, 2018
50
$16.85 - $17.91 $843 - $896
IHDG
Wisdomtree Tr

ETFs
Q3 2018 Filed on Nov 07, 2018
18
N/A
CVA
Covanta Holding Corporation

Industrials
Q3 2018 Filed on Nov 07, 2018
1,800
N/A
RMR
Rmr Group Inc.

Real Estate
Q3 2018 Filed on Nov 07, 2018
5
$79.25 - $97.3 $396 - $487
Etfs Precious Metals Basket
Q3 2018 Filed on Nov 07, 2018
136
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2018 Filed on Nov 07, 2018
1,077
$50.54 - $53.92 $54.4K - $58.1K
Tivo Corp
Q3 2018 Filed on Nov 07, 2018
38
N/A
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q3 2018 Filed on Nov 07, 2018
100
N/A
EFV
Msci Eafe Value ETF

ETFs
Q3 2018 Filed on Nov 07, 2018
36
$49.68 - $52.91 $1.79K - $1.9K
KXI
Ishares Tr Global Consumer Sta

ETFs
Q3 2018 Filed on Nov 07, 2018
102
$48.92 - $51.07 $4.99K - $5.21K
Halyard Health Inc
Q3 2018 Filed on Nov 07, 2018
37
N/A
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
Powershares Qqq Trust
Q2 2018 Filed on Jul 31, 2018
4,453
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 31, 2018
141,264
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 31, 2018
902
N/A
L Brands Inc
Q2 2018 Filed on Jul 31, 2018
339
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2018 Filed on Jul 31, 2018
20,793
$48.54 - $49.29 $1.01M - $1.02M
Monsanto CO New
Q2 2018 Filed on Jul 31, 2018
83,046
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 31, 2018
79,272
N/A
GPN
Global Payments Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
649
$108.48 - $118.48 $70.4K - $76.9K
CDNS
Cadence Design Systems Inc

Technology
Q2 2018 Filed on Jul 31, 2018
2,497
$35.85 - $45.2 $89.5K - $113K
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