Destination Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-536	Closed	-$10K	–	702
2019 Q1	$10K	Buy	+536	New	+$10.2K	﹤0.01%	479

Other funds holding PFXF

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Destination Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2019, closing a stake of 536 shares — an estimated $10K sold.

Destination Wealth Management first reported a position in PFXF in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 78 funds tracked by Wall St. Rank hold PFXF as of Q2 2019.

Destination Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 536 VanEck Preferred Securities ex Financials ETF shares in Q2 2019, an estimated $10K.
Destination Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2019 and held it in 1 quarter.
Destination Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $10K in Q1 2019.
78 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2019.

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