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Destination Wealth Management’s Monarch Casino & Resort MCRI Stock Holding History

Destination Wealth Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-250
Closed -$11K – 350
2019
Q2 		$11K Hold
250
– – ﹤0.01% 430
2019
Q1 		$11K Hold
250
– – ﹤0.01% 455
2018
Q4 		$10K Hold
250
– – ﹤0.01% 406
2018
Q3 		$11K Buy
+250
New +$11.6K ﹤0.01% 453
2018
Q2 		– Sell
-250
Closed -$11K – 596
2018
Q1 		$11K Buy
+250
New +$11K ﹤0.01% 387

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Destination Wealth Management sold out of Monarch Casino & Resort (MCRI) in Q3 2019, closing a stake of 250 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in MCRI in Q1 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2019. 111 funds tracked by Wall St. Rank hold MCRI as of Q3 2019.

  • Destination Wealth Management reported no remaining Monarch Casino & Resort position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 250 Monarch Casino & Resort shares in Q3 2019, an estimated $11K.
  • Destination Wealth Management first reported a position in Monarch Casino & Resort in Q1 2018 and held it in 5 quarters.
  • Destination Wealth Management's Monarch Casino & Resort position peaked at $11K in Q2 2019.
  • 111 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q3 2019.

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