Destination Wealth Management’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-27	Closed	-$6K	–	580
2018 Q3	$6K	Buy	+27	New	+$5.86K	﹤0.01%	508

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Destination Wealth Management's FDS Position: Q4 2018 in Review

Destination Wealth Management sold out of Factset (FDS) in Q4 2018, closing a stake of 27 shares — an estimated $6K sold.

Destination Wealth Management first reported a position in FDS in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 453 funds tracked by Wall St. Rank hold FDS as of Q4 2018.

Destination Wealth Management reported no remaining Factset position as of Q4 2018 after selling out during the quarter.
Destination Wealth Management sold 27 Factset shares in Q4 2018, an estimated $6K.
Destination Wealth Management first reported a position in Factset in Q3 2018 and held it in 1 quarter.
Destination Wealth Management's Factset position peaked at $6K in Q3 2018.
453 funds tracked by Wall St. Rank held Factset as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.