Destination Wealth Management’s VanEck IG Floating Rate ETF FLTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-503	Closed	-$13K	–	621
2019 Q1	$13K	Buy	+503	New	+$12.6K	﹤0.01%	433

Other funds holding FLTR

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EDRIA

Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ATFA

All Terrain Financial Advisors Coon Rapids, Minnesota $425M AUM 16.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destination Wealth Management's FLTR Position: Q2 2019 in Review

Destination Wealth Management sold out of VanEck IG Floating Rate ETF (FLTR) in Q2 2019, closing a stake of 503 shares — an estimated $13K sold.

Destination Wealth Management first reported a position in FLTR in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 86 funds tracked by Wall St. Rank hold FLTR as of Q2 2019.

Destination Wealth Management reported no remaining VanEck IG Floating Rate ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 503 VanEck IG Floating Rate ETF shares in Q2 2019, an estimated $13K.
Destination Wealth Management first reported a position in VanEck IG Floating Rate ETF in Q1 2019 and held it in 1 quarter.
Destination Wealth Management's VanEck IG Floating Rate ETF position peaked at $13K in Q1 2019.
86 funds tracked by Wall St. Rank held VanEck IG Floating Rate ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.