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Destination Wealth Management’s Ericsson ERIC Stock Holding History

Destination Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-153
Closed -$1K – 546
2018
Q1 		$1K Buy
+153
New +$1.03K ﹤0.01% 533

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Destination Wealth Management's ERIC Position: Q2 2018 in Review

Destination Wealth Management sold out of Ericsson (ERIC) in Q2 2018, closing a stake of 153 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in ERIC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 195 funds tracked by Wall St. Rank hold ERIC as of Q2 2018.

  • Destination Wealth Management reported no remaining Ericsson position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 153 Ericsson shares in Q2 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Ericsson in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's Ericsson position peaked at $1K in Q1 2018.
  • 195 funds tracked by Wall St. Rank held Ericsson as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.