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Destination Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Destination Wealth Management’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8
Closed – – 728
2018
Q2 		$0 Buy
+8
New +$477 ﹤0.01% 588

Other funds holding KCE

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Destination Wealth Management's KCE Position: Q3 2018 in Review

Destination Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q3 2018, closing a stake of 8 shares.

Destination Wealth Management first reported a position in KCE in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 45 funds tracked by Wall St. Rank hold KCE as of Q3 2018.

  • Destination Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 8 State Street SPDR S&P Capital Markets ETF shares in Q3 2018.
  • Destination Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $0 in Q2 2018.
  • 45 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.