Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCI
Service Corp International

Consumer Cyclical
Q1 2019 Filed on Apr 17, 2019
14,978
$39.08 - $45.97 $585K - $689K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
348
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
55
N/A
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2018 Filed on Feb 11, 2019
144
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2018 Filed on Feb 11, 2019
641
N/A
SYY
Sysco Corp

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
288
$59.95 - $73.28 $17.3K - $21.1K
SJM
J M Smucker CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
43
$93.16 - $114.2 $4.01K - $4.91K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2018 Filed on Feb 11, 2019
1,479
N/A
SRE
Sempra Energy

Utilities
Q4 2018 Filed on Feb 11, 2019
50
$107.27 - $118.49 $5.36K - $5.92K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q4 2018 Filed on Feb 11, 2019
278
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q4 2018 Filed on Feb 11, 2019
100
N/A
GLD
Spdr Gold Trust

ETFs
Q4 2018 Filed on Feb 11, 2019
110
$112.54 - $121.25 $12.4K - $13.3K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
82
$108.45 - $147.51 $8.89K - $12.1K
LUV
Southwest Airlines CO

Industrials
Q4 2018 Filed on Feb 11, 2019
248
$44.4 - $61.7 $11K - $15.3K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2018 Filed on Feb 11, 2019
227
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q4 2018 Filed on Feb 11, 2019
500
$9.5 - $10.31 $4.75K - $5.16K
SLF
Sun Life Financial Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
999
$31.92 - $39.99 $31.9K - $40K
SPWR
Sunpower Corp

Technology
Q4 2018 Filed on Feb 11, 2019
200
$3.01 - $4.8 $602 - $960
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2018 Filed on Feb 11, 2019
123
$284.96 - $364.55 $35.1K - $44.8K
SJR
Shaw Communications Inc

Communication Services
Q4 2018 Filed on Feb 11, 2019
100
$17.79 - $19.58 $1.78K - $1.96K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2018 Filed on Feb 11, 2019
111
N/A
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Feb 11, 2019
134
$17.74 - $48.96 $2.38K - $6.56K
PEP
Pepsico Inc

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
467
$105.06 - $121.94 $49.1K - $56.9K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
700
$116.13 - $146.29 $81.3K - $102K
PBA
Pembina Pipeline Corp

Energy
Q4 2018 Filed on Feb 11, 2019
327
$28.96 - $35.29 $9.47K - $11.5K
OC
Owens Corning

Industrials
Q4 2018 Filed on Feb 11, 2019
75
$41.2 - $54.83 $3.09K - $4.11K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,875
$7.46 - $8.69 $14K - $16.3K
NRG
Nrg Energy, Inc.

Utilities
Q4 2018 Filed on Feb 11, 2019
280
$35.41 - $42.68 $9.91K - $12K
NVS
Novartis Ag

Healthcare
Q4 2018 Filed on Feb 11, 2019
143
$73.66 - $82.02 $10.5K - $11.7K
NOC
Northrop Grumman Corp

Industrials
Q4 2018 Filed on Feb 11, 2019
33
$226.23 - $320.34 $7.47K - $10.6K
NSC
Norfolk Southern Corp

Industrials
Q4 2018 Filed on Feb 11, 2019
64
$139.79 - $184.45 $8.95K - $11.8K
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
69
$44.19 - $67.46 $3.05K - $4.65K
NKE
Nike, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
396
$67.53 - $84.46 $26.7K - $33.4K
NNN
National Retail Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
42
$43.24 - $51.16 $1.82K - $2.15K
NHI
National Health Investors Inc

Real Estate
Q4 2018 Filed on Feb 11, 2019
100
$70.6 - $80.86 $7.06K - $8.09K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
125
$65.97 - $90.63 $8.25K - $11.3K
PSX
Phillips 66

Energy
Q4 2018 Filed on Feb 11, 2019
63
$78.5 - $118.47 $4.95K - $7.46K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
43
$109.71 - $139.75 $4.72K - $6.01K
XLK
Technology Sector Spdr

ETFs
Q4 2018 Filed on Feb 11, 2019
160
N/A
XLF
Financial Sector Spdr

ETFs
Q4 2018 Filed on Feb 11, 2019
800
N/A
XLE
Energy Sector Spdr

ETFs
Q4 2018 Filed on Feb 11, 2019
108
N/A
Select Income Reit
Q4 2018 Filed on Feb 11, 2019
125
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
2
$30.74 - $40.05 $61.5 - $80.1
Scana Corp New
Q4 2018 Filed on Feb 11, 2019
35
N/A
Royal Dutch Shell PLC
Q4 2018 Filed on Feb 11, 2019
648
N/A
RIO
Rio Tinto PLC

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$45.31 - $52.21 $4.53K - $5.22K
Retail Pptys Amer Inc
Q4 2018 Filed on Feb 11, 2019
428
N/A
Raytheon CO
Q4 2018 Filed on Feb 11, 2019
45
N/A
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q4 2018 Filed on Feb 11, 2019
781
$10.86 - $11.65 $8.48K - $9.1K
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