Signature Estate & Investment Advisors LLC Closed Holding Positions

Signature Estate & Investment Advisors LLC

  • $3.73 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2020 Filed on Jul 21, 2020
56,124
$21.53 - $26.88 $1.21M - $1.51M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q2 2020 Filed on Jul 21, 2020
51,000
$35.15 - $43.29 $1.79M - $2.21M
Clearbridge Energy Midstrm O
Q2 2020 Filed on Jul 21, 2020
15,167
N/A
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q2 2020 Filed on Jul 21, 2020
19,357
$48.65 - $85.54 $942K - $1.66M
Ingersoll Rand PLC
Q1 2020 Filed on May 07, 2020
41,849
N/A
Ubs Ag Jersey Brh
Q1 2020 Filed on May 07, 2020
713,343
N/A
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2020 Filed on May 07, 2020
15,354
$25.46 - $41.93 $391K - $644K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q1 2020 Filed on May 07, 2020
8,437
$23.58 - $35.55 $199K - $300K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2,737
$62.8 - $104.58 $172K - $286K
Raytheon CO
Q1 2020 Filed on May 07, 2020
1,121
N/A
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2020 Filed on May 07, 2020
3,993
$44.31 - $52.43 $177K - $209K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2020 Filed on May 07, 2020
1,956
$51.34 - $85.72 $100K - $168K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2020 Filed on May 07, 2020
236,851
N/A
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on May 07, 2020
15,747
$63.18 - $85.97 $995K - $1.35M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2019 Filed on May 01, 2019
17,631
$17.27 - $20.63 $304K - $364K
CVS
Cvs Health Corp

Healthcare
Q1 2019 Filed on May 01, 2019
1,596
$52.36 - $69.88 $83.6K - $112K
Ishares Tr
Q1 2019 Filed on May 01, 2019
213,777
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2019 Filed on May 01, 2019
38,462
$25.61 - $25.94 $985K - $998K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2019 Filed on May 01, 2019
9,121
$41.42 - $46.87 $378K - $428K
AGR
Avangrid, Inc.

Utilities
Q1 2019 Filed on May 01, 2019
24,455
$47.76 - $51.18 $1.17M - $1.25M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q4 2018 Filed on Feb 01, 2019
1,092
N/A
SNV
Synovus Financial Corp

Financial Services
Q4 2018 Filed on Feb 01, 2019
22,863
$30.25 - $46.1 $692K - $1.05M
Clearbridge Amern Energ Mlp
Q4 2018 Filed on Feb 01, 2019
1,371,430
N/A
Aetna Inc New
Q4 2018 Filed on Feb 01, 2019
1,023
N/A
CMA
Comerica Inc

Financial Services
Q4 2018 Filed on Feb 01, 2019
12,153
$64.45 - $92.72 $783K - $1.13M
FANG
Diamondback Energy, Inc.

Energy
Q4 2018 Filed on Feb 01, 2019
9,297
$85.67 - $139.92 $796K - $1.3M
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Feb 01, 2019
3,232
$193.72 - $391.52 $626K - $1.27M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q4 2018 Filed on Feb 01, 2019
2,521
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q4 2018 Filed on Feb 01, 2019
15,573
N/A
ENTG
Entegris Inc

Technology
Q4 2018 Filed on Feb 01, 2019
32,490
$24.44 - $30.29 $794K - $984K
Suntrust Bks Inc
Q4 2018 Filed on Feb 01, 2019
48,270
N/A
Michael Kors Hldgs LTD
Q4 2018 Filed on Feb 01, 2019
16,823
N/A
SWN
Southwestern Energy CO

Energy
Q3 2018 Filed on Oct 18, 2018
33,000
$4.83 - $5.75 $159K - $190K
Claymore Exchange Trd Fd Tr
Q3 2018 Filed on Oct 18, 2018
9,943
N/A
PHM
Pultegroup Inc

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
35,466
$24.77 - $31.29 $878K - $1.11M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q3 2018 Filed on Oct 18, 2018
913
N/A
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q3 2018 Filed on Oct 18, 2018
2,360
$47.77 - $48.0 $113K - $113K
HUN
Huntsman Corp

Basic Materials
Q3 2018 Filed on Oct 18, 2018
31,266
$27.1 - $33.53 $847K - $1.05M
CCL
Carnival Corp

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
3,555
$56.76 - $67.17 $202K - $239K
STT
State Street Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
194,067
$82.85 - $95.33 $16.1M - $18.5M
Perspecta Inc
Q3 2018 Filed on Oct 18, 2018
90,857
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
4,672
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 24, 2018
967,004
N/A
Rydex ETF Trust
Q2 2018 Filed on Jul 24, 2018
8,855
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 24, 2018
63,980
N/A
Powershares Global ETF Trust
Q2 2018 Filed on Jul 24, 2018
35,586
N/A
Monsanto CO New
Q2 2018 Filed on Jul 24, 2018
2,059
N/A
Avago Technologies LTD
Q2 2018 Filed on Jul 24, 2018
1,769
N/A
A
Agilent Technologies, Inc.

Healthcare
Q2 2018 Filed on Jul 24, 2018
13,104
$61.14 - $69.55 $801K - $911K
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