Destination Wealth Management’s Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-936	Closed	-$21K	–	633
2019 Q1	$21K	Sell	936 -2,566	-73%	-$57K	﹤0.01%	378
2018 Q4	$72K	Buy	3,502 +23	+0.7%	+$505	﹤0.01%	218
2018 Q3	$81K	Buy	+3,479	New	+$81.9K	﹤0.01%	230

Other funds holding HDEF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

RJFSA

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

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

Destination Wealth Management sold out of Xtrackers MSCI EAFE High Dividend Yield Equity ETF (HDEF) in Q2 2019, closing a stake of 936 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in HDEF in Q3 2018 and held it in 3 quarters. The position peaked at $81K in Q3 2018. 15 funds tracked by Wall St. Rank hold HDEF as of Q2 2019.

Destination Wealth Management reported no remaining Xtrackers MSCI EAFE High Dividend Yield Equity ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 936 Xtrackers MSCI EAFE High Dividend Yield Equity ETF shares in Q2 2019, an estimated $21K.
Destination Wealth Management first reported a position in Xtrackers MSCI EAFE High Dividend Yield Equity ETF in Q3 2018 and held it in 3 quarters.
Destination Wealth Management's Xtrackers MSCI EAFE High Dividend Yield Equity ETF position peaked at $81K in Q3 2018.
15 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE High Dividend Yield Equity ETF as of Q2 2019.

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