Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
590
$49.89 - $56.37 $29.4K - $33.3K
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
101
N/A
PII
Polaris Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
41
$72.34 - $101.62 $2.97K - $4.17K
MSI
Motorola Solutions, Inc.

Technology
Q4 2018 Filed on Feb 11, 2019
2
$108.97 - $133.79 $218 - $268
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2018 Filed on Feb 11, 2019
1
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
22
$29.84 - $57.47 $656 - $1.26K
DJP
Barclays Bank PLC

ETFs
Q4 2018 Filed on Feb 11, 2019
953
$21.22 - $24.59 $20.2K - $23.4K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
17
$157.12 - $227.4 $2.67K - $3.87K
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
9
$41.16 - $66.67 $370 - $600
Windstream Hldgs Inc
Q4 2018 Filed on Feb 11, 2019
16
N/A
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2018 Filed on Feb 11, 2019
50
$14.59 - $23.84 $730 - $1.19K
SYK
Stryker Corp

Healthcare
Q4 2018 Filed on Feb 11, 2019
50
$145.0 - $178.65 $7.25K - $8.93K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 11, 2019
105
N/A
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
12
$70.4 - $85.01 $845 - $1.02K
MUR
Murphy Oil Corp

Energy
Q4 2018 Filed on Feb 11, 2019
50
$22.16 - $35.78 $1.11K - $1.79K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q4 2018 Filed on Feb 11, 2019
451
$143.5 - $186.17 $64.7K - $84K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2018 Filed on Feb 11, 2019
215
$44.55 - $50.45 $9.58K - $10.8K
EVRG
Evergy, Inc.

Utilities
Q4 2018 Filed on Feb 11, 2019
101
$54.89 - $60.77 $5.54K - $6.14K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
50
$82.72 - $107.01 $4.14K - $5.35K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
300
$54.87 - $69.18 $16.5K - $20.8K
Del Friscos Restaurant Group
Q4 2018 Filed on Feb 11, 2019
1,300
N/A
ET
Energy Transfer LP

Energy
Q4 2018 Filed on Feb 11, 2019
128
$11.8 - $18.09 $1.51K - $2.32K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 11, 2019
1
$44.51 - $47.86 $44.5 - $47.9
SSYS
Stratasys Ltd.

Technology
Q4 2018 Filed on Feb 11, 2019
160
$17.41 - $24.31 $2.79K - $3.89K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q4 2018 Filed on Feb 11, 2019
9
N/A
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
500
$2.01 - $4.24 $1K - $2.12K
PLD
Prologis, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
94
$55.94 - $68.65 $5.26K - $6.45K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q4 2018 Filed on Feb 11, 2019
41
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2018 Filed on Feb 11, 2019
10
N/A
Pimco ETF Tr
Q4 2018 Filed on Feb 11, 2019
101
N/A
HYG
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
102
$79.63 - $86.3 $8.12K - $8.8K
Ishares Tr
Q4 2018 Filed on Feb 11, 2019
2,073
N/A
Ishares Tr
Q4 2018 Filed on Feb 11, 2019
663
N/A
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2018 Filed on Feb 11, 2019
1,007
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Feb 11, 2019
66
N/A
NVTA
Invitae Corp

Healthcare
Q4 2018 Filed on Feb 11, 2019
260
$9.26 - $16.38 $2.41K - $4.26K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
135
$11.39 - $27.13 $1.54K - $3.66K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
27
$11.43 - $18.39 $309 - $497
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q4 2018 Filed on Feb 11, 2019
96
$23.71 - $23.95 $2.28K - $2.3K
ANSS
Ansys Inc

Technology
Q4 2018 Filed on Feb 11, 2019
60
$136.81 - $186.0 $8.21K - $11.2K
Worldpay Inc
Q4 2018 Filed on Feb 11, 2019
74
N/A
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q4 2018 Filed on Feb 11, 2019
84
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
122
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2018 Filed on Feb 11, 2019
200
N/A
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2018 Filed on Feb 11, 2019
509
N/A
VUG
Vanguard Growth ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
852
N/A
VV
Vanguard Large Cap ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
615
N/A
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Feb 11, 2019
1,238
N/A
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
100
N/A
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