DWM
ILPT

Destination Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Destination Wealth Management’s Portfolio ILPT Stock Details ILPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-985
Closed -$21K – 306
2019
Q2 		$21K Hold
985
– – ﹤0.01% 376
2019
Q1 		$20K Hold
985
– – ﹤0.01% 382
2018
Q4 		$19K Buy
+985
New +$21K ﹤0.01% 362

Other funds holding ILPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Destination Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q3 2019, closing a stake of 985 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in ILPT in Q4 2018 and held it in 3 quarters. The position peaked at $21K in Q2 2019. 187 funds tracked by Wall St. Rank hold ILPT as of Q3 2019.

  • Destination Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 985 Industrial Logistics Properties Trust shares in Q3 2019, an estimated $21K.
  • Destination Wealth Management first reported a position in Industrial Logistics Properties Trust in Q4 2018 and held it in 3 quarters.
  • Destination Wealth Management's Industrial Logistics Properties Trust position peaked at $21K in Q2 2019.
  • 187 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q3 2019.

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