Destination Wealth Management Closed Holding Positions

Destination Wealth Management

  • $3.19 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WPP
Wpp PLC

Communication Services
Q2 2018 Filed on Jul 31, 2018
14
$77.68 - $91.42 $1.09K - $1.28K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
15
$16.08 - $24.31 $241 - $365
SPFF
Global X Superincome Preferred

ETFs
Q2 2018 Filed on Jul 31, 2018
67
$11.69 - $11.93 $783 - $799
KSU
Kansas City Southern

Industrials
Q2 2018 Filed on Jul 31, 2018
112
N/A
GBX
Greenbrier Companies Inc

Industrials
Q2 2018 Filed on Jul 31, 2018
250
$43.85 - $52.75 $11K - $13.2K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
6,701
N/A
China Mobile Limited
Q2 2018 Filed on Jul 31, 2018
28
N/A
EIX
Edison International

Utilities
Q2 2018 Filed on Jul 31, 2018
444
$58.9 - $65.79 $26.2K - $29.2K
VIAV
Viavi Solutions Inc.

Technology
Q2 2018 Filed on Jul 31, 2018
125
$9.31 - $10.37 $1.16K - $1.3K
TYL
Tyler Technologies Inc

Technology
Q2 2018 Filed on Jul 31, 2018
22
$204.33 - $239.16 $4.5K - $5.26K
CTXS
Citrix Systems Inc

Technology
Q2 2018 Filed on Jul 31, 2018
58
$91.33 - $109.22 $5.3K - $6.33K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q2 2018 Filed on Jul 31, 2018
314
N/A
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Jul 31, 2018
85
$9.95 - $12.45 $846 - $1.06K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2018 Filed on Jul 31, 2018
504
$31.0 - $44.17 $15.6K - $22.3K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
89
$14.44 - $15.74 $1.29K - $1.4K
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2018 Filed on Jul 31, 2018
26
$59.82 - $69.06 $1.56K - $1.8K
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
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
1,000
$103.76 - $139.5 $104K - $140K
FARM
Farmer Brothers CO

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
58
$23.95 - $30.95 $1.39K - $1.8K
Chegg Inc
Q2 2018 Filed on Jul 31, 2018
155,233
N/A
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
30
$23.11 - $30.59 $693 - $918
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 31, 2018
74
$11.56 - $11.94 $855 - $884
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2018 Filed on Jul 31, 2018
1,536
$29.14 - $30.84 $44.8K - $47.4K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
60
$29.27 - $35.37 $1.76K - $2.12K
Clearbridge Energy Mlp Fd In
Q2 2018 Filed on Jul 31, 2018
200
N/A
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q2 2018 Filed on Jul 31, 2018
90
N/A
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q2 2018 Filed on Jul 31, 2018
1,962
$101.92 - $116.42 $200K - $228K
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
PBT
Permian Basin Royalty Trust

Energy
Q2 2018 Filed on Jul 31, 2018
228
$9.03 - $10.24 $2.06K - $2.33K
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
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2018 Filed on Jul 31, 2018
60
$83.32 - $101.88 $5K - $6.11K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q2 2018 Filed on Jul 31, 2018
200
N/A
Consolidated Tomoka Ld CO
Q2 2018 Filed on Jul 31, 2018
11
N/A
ICLR
Icon PLC

Healthcare
Q2 2018 Filed on Jul 31, 2018
20
$111.38 - $137.03 $2.23K - $2.74K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2018 Filed on Jul 31, 2018
253
$6.11 - $7.64 $1.55K - $1.93K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 31, 2018
68
N/A
ERJ
Embraer S.A.

Industrials
Q2 2018 Filed on Jul 31, 2018
71
$23.23 - $27.49 $1.65K - $1.95K
TREE
Lending Tree, Inc.

Financial Services
Q2 2018 Filed on Jul 31, 2018
16
$210.15 - $328.8 $3.36K - $5.26K
Telefonica Brasil Sa
Q2 2018 Filed on Jul 31, 2018
99
N/A
Windstream Hldgs Inc
Q2 2018 Filed on Jul 31, 2018
14
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2018 Filed on Jul 31, 2018
208
$181.65 - $205.34 $37.8K - $42.7K
Colony Northstar Inc
Q2 2018 Filed on Jul 31, 2018
3,200
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
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q1 2018 Filed on Apr 05, 2018
10,993
$4.81 - $5.49 $52.9K - $60.4K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q1 2018 Filed on Apr 05, 2018
10,000
$7.76 - $8.24 $77.6K - $82.4K
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