Destination Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-200	Closed	-$11K	–	762
2019 Q1	$11K	Buy	+200	New	+$10.7K	﹤0.01%	460

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

Destination Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2019, closing a stake of 200 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in WIP in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 86 funds tracked by Wall St. Rank hold WIP as of Q2 2019.

Destination Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 200 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2019, an estimated $11K.
Destination Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2019 and held it in 1 quarter.
Destination Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $11K in Q1 2019.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2019.

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