DWM
P

Destination Wealth Management’s Everpure Inc P Stock Holding History

Destination Wealth Management’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$22K – 706
2019
Q1 		$22K Hold
1,000
– – ﹤0.01% 375
2018
Q4 		$16K Hold
1,000
– – ﹤0.01% 369
2018
Q3 		$26K Buy
+1,000
New +$24.8K ﹤0.01% 372
2018
Q2 		– Sell
-1,000
Closed -$20K – 616
2018
Q1 		$20K Buy
+1,000
New +$19.6K ﹤0.01% 334

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Destination Wealth Management sold out of Everpure Inc (P) in Q2 2019, closing a stake of 1,000 shares — an estimated $22K sold.

Destination Wealth Management first reported a position in P in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q3 2018. 243 funds tracked by Wall St. Rank hold P as of Q2 2019.

  • Destination Wealth Management reported no remaining Everpure Inc position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,000 Everpure Inc shares in Q2 2019, an estimated $22K.
  • Destination Wealth Management first reported a position in Everpure Inc in Q1 2018 and held it in 4 quarters.
  • Destination Wealth Management's Everpure Inc position peaked at $26K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2019.

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