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Destination Wealth Management’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Destination Wealth Management’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,516
Closed -$40K – 668
2019
Q1 		$40K Buy
+1,516
New +$39.2K ﹤0.01% 297

Other funds holding LFEQ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Destination Wealth Management sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2019, closing a stake of 1,516 shares — an estimated $40K sold.

Destination Wealth Management first reported a position in LFEQ in Q1 2019 and held it in 1 quarter. The position peaked at $40K in Q1 2019. 20 funds tracked by Wall St. Rank hold LFEQ as of Q2 2019.

  • Destination Wealth Management reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,516 VanEck Long/Flat Trend ETF shares in Q2 2019, an estimated $40K.
  • Destination Wealth Management first reported a position in VanEck Long/Flat Trend ETF in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's VanEck Long/Flat Trend ETF position peaked at $40K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2019.

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