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Destination Wealth Management’s Global X Uranium ETF URA Stock Holding History

Destination Wealth Management’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-58
Closed -$1K – 700
2018
Q3 		$1K Buy
+58
New +$741 ﹤0.01% 667
2018
Q2 		– Sell
-8
Closed – – 648
2018
Q1 		$0 Buy
+8
New +$109 ﹤0.01% 586

Other funds holding URA

CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's URA Position: Q4 2018 in Review

Destination Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2018, closing a stake of 58 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in URA in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 52 funds tracked by Wall St. Rank hold URA as of Q4 2018.

  • Destination Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 58 Global X Uranium ETF shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in Global X Uranium ETF in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Global X Uranium ETF position peaked at $1K in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.