DWM
KG

Destination Wealth Management’s Kestrel Group KG Stock Holding History

Destination Wealth Management’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$1K – 678
2019
Q1 		$1K Hold
45
– – ﹤0.01% 646
2018
Q4 		$1K Hold
45
– – ﹤0.01% 493
2018
Q3 		$3K Hold
45
– – ﹤0.01% 547
2018
Q2 		$7K Hold
45
– – ﹤0.01% 419
2018
Q1 		$6K Buy
+45
New +$6.25K ﹤0.01% 434

Other funds holding KG

6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Destination Wealth Management sold out of Kestrel Group (KG) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in KG in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 71 funds tracked by Wall St. Rank hold KG as of Q2 2019.

  • Destination Wealth Management reported no remaining Kestrel Group position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 45 Kestrel Group shares in Q2 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Kestrel Group in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's Kestrel Group position peaked at $7K in Q2 2018.
  • 71 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2019.

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