Destination Wealth Management’s American Shared Hospital Services AMS Stock Holding History

Destination Wealth Management’s Portfolio AMS Stock Details AMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-300	Closed	-$1K	–	156
2019 Q2	$1K	Hold	300	–	–	﹤0.01%	537
2019 Q1	$1K	Hold	300	–	–	﹤0.01%	621
2018 Q4	$1K	Hold	300	–	–	﹤0.01%	490
2018 Q3	$1K	Hold	300	–	–	﹤0.01%	607
2018 Q2	$1K	Buy	300 +200	+200%	+$520	﹤0.01%	484
2018 Q1	$9K	Buy	+100	New	+$265	﹤0.01%	401

Other funds holding AMS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Destination Wealth Management's AMS Position: Q3 2019 in Review

Destination Wealth Management sold out of American Shared Hospital Services (AMS) in Q3 2019, closing a stake of 300 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in AMS in Q1 2018 and held it in 6 quarters. The position peaked at $9K in Q1 2018. 18 funds tracked by Wall St. Rank hold AMS as of Q3 2019.

Destination Wealth Management reported no remaining American Shared Hospital Services position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 300 American Shared Hospital Services shares in Q3 2019, an estimated $1K.
Destination Wealth Management first reported a position in American Shared Hospital Services in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's American Shared Hospital Services position peaked at $9K in Q1 2018.
18 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.