DWM
PFM icon

Destination Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Destination Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-718
Closed -$20K – 701
2019
Q1 		$20K Buy
+718
New +$19K ﹤0.01% 384

Other funds holding PFM

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Destination Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2019, closing a stake of 718 shares — an estimated $20K sold.

Destination Wealth Management first reported a position in PFM in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 67 funds tracked by Wall St. Rank hold PFM as of Q2 2019.

  • Destination Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 718 Invesco Dividend Achievers ETF shares in Q2 2019, an estimated $20K.
  • Destination Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Invesco Dividend Achievers ETF position peaked at $20K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2019.

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