Destination Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Destination Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,548	Closed	-$35K	–	710
2018 Q4	$35K	Sell	1,548 -268	-15%	-$6.21K	﹤0.01%	299
2018 Q3	$44K	Buy	+1,816	New	+$44.3K	﹤0.01%	309

Other funds holding PFFD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Destination Wealth Management's PFFD Position: Q1 2019 in Review

Destination Wealth Management sold out of Global X US Preferred ETF (PFFD) in Q1 2019, closing a stake of 1,548 shares — an estimated $35K sold.

Destination Wealth Management first reported a position in PFFD in Q3 2018 and held it in 2 quarters. The position peaked at $44K in Q3 2018. 37 funds tracked by Wall St. Rank hold PFFD as of Q1 2019.

Destination Wealth Management reported no remaining Global X US Preferred ETF position as of Q1 2019 after selling out during the quarter.
Destination Wealth Management sold 1,548 Global X US Preferred ETF shares in Q1 2019, an estimated $35K.
Destination Wealth Management first reported a position in Global X US Preferred ETF in Q3 2018 and held it in 2 quarters.
Destination Wealth Management's Global X US Preferred ETF position peaked at $44K in Q3 2018.
37 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.