$1.64 Billion is the total value of Destination Wealth Management's 591 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -10,993 | -100.0% | -0.00% | – |
EDD | Exit | MORGAN STANLEY EM MKTS DM DE | $0 | – | -10,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 43 | Q3 2023 | 16.1% |
ISHARES TR | 43 | Q3 2023 | 11.4% |
SPDR S&P Dividends Etf | 43 | Q3 2023 | 4.4% |
ISHARES TR | 43 | Q3 2023 | 5.9% |
ISHARES TR | 43 | Q3 2023 | 4.7% |
ISHARES TR | 43 | Q3 2023 | 3.2% |
ISHARES TR | 43 | Q3 2023 | 3.5% |
ISHARES TR | 43 | Q3 2023 | 2.5% |
DANAHER CORP DEL | 43 | Q3 2023 | 2.2% |
MASTERCARD INCORPORATED | 43 | Q3 2023 | 2.3% |
View Destination Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-04 |
View Destination Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.