DWM
SWIR

Destination Wealth Management’s Sierra Wireless SWIR Stock Holding History

Destination Wealth Management’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-337
Closed -$4K – 533
2019
Q2 		$4K Buy
+337
New +$4.26K ﹤0.01% 505
2018
Q2 		– Sell
-337
Closed -$6K – 671
2018
Q1 		$6K Buy
+337
New +$6.01K ﹤0.01% 436

Other funds holding SWIR

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

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

Destination Wealth Management sold out of Sierra Wireless (SWIR) in Q3 2019, closing a stake of 337 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in SWIR in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 90 funds tracked by Wall St. Rank hold SWIR as of Q3 2019.

  • Destination Wealth Management reported no remaining Sierra Wireless position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 337 Sierra Wireless shares in Q3 2019, an estimated $4K.
  • Destination Wealth Management first reported a position in Sierra Wireless in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Sierra Wireless position peaked at $6K in Q1 2018.
  • 90 funds tracked by Wall St. Rank held Sierra Wireless as of Q3 2019.

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