Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2018 Filed on Feb 11, 2019
100
N/A
VFC
V F Corp

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
853
$63.39 - $88.32 $54.1K - $75.3K
USB
Us Bancorp \De\

Financial Services
Q4 2018 Filed on Feb 11, 2019
195
$43.76 - $55.0 $8.53K - $10.7K
United Technologies Corp
Q4 2018 Filed on Feb 11, 2019
207
N/A
RIG
Transocean Ltd.

Energy
Q4 2018 Filed on Feb 11, 2019
120
$6.34 - $14.18 $761 - $1.7K
Transcanada Corp
Q4 2018 Filed on Feb 11, 2019
281
N/A
TTE
Total Energies Se

Energy
Q4 2018 Filed on Feb 11, 2019
96
$50.22 - $65.44 $4.82K - $6.28K
Tortoise Energy Infra Corp
Q4 2018 Filed on Feb 11, 2019
175
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2018 Filed on Feb 11, 2019
104
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2018 Filed on Feb 11, 2019
712
N/A
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2018 Filed on Feb 11, 2019
757
$35.84 - $43.38 $27.1K - $32.8K
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
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
200
$5.51 - $6.35 $1.1K - $1.27K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
30
N/A
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
323
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
3
$273.52 - $330.33 $821 - $991
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
8
$1616.83 - $1998.17 $12.9K - $16K
Wpx Energy Inc
Q4 2018 Filed on Feb 11, 2019
3
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$15.32 - $19.79 $1.53K - $1.98K
WELL
Welltower Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
122
$61.6 - $74.72 $7.52K - $9.12K
Washington Prime Group New
Q4 2018 Filed on Feb 11, 2019
51
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
850
$65.26 - $85.69 $55.5K - $72.8K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2018 Filed on Feb 11, 2019
163
$18.59 - $21.69 $3.03K - $3.54K
VZ
Verizon Communications Inc

Communication Services
Q4 2018 Filed on Feb 11, 2019
1,783
$53.05 - $60.65 $94.6K - $108K
VPU
Vanguard Utilities ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
448
N/A
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
700
$9.02 - $10.03 $6.31K - $7.02K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
255
$39.48 - $45.03 $10.1K - $11.5K
AAME
Atlantic American Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,005
$2.24 - $3.6 $2.25K - $3.62K
HPQ
Hp Inc

Technology
Q4 2018 Filed on Feb 11, 2019
147
$19.38 - $26.42 $2.85K - $3.88K
Hospitality Pptys Tr
Q4 2018 Filed on Feb 11, 2019
100
N/A
Hcp Inc
Q4 2018 Filed on Feb 11, 2019
150
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
100
$78.02 - $105.69 $7.8K - $10.6K
Harris Corp Del
Q4 2018 Filed on Feb 11, 2019
53
N/A
PDT
John Hancock Premium Dividend Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
700
$13.17 - $16.13 $9.22K - $11.3K
HWC
Hancock Whitney Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
113
$33.06 - $48.56 $3.74K - $5.49K
CCI
Crown Castle International Corp

Real Estate
Q4 2018 Filed on Feb 11, 2019
85
$103.54 - $117.47 $8.8K - $9.98K
GEF
Greif, Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
200
$32.32 - $53.55 $6.46K - $10.7K
GWW
W.W. Grainger, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
13
$266.43 - $357.96 $3.46K - $4.65K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
146
$19.3 - $23.78 $2.82K - $3.47K
HNPIY
Huaneng Power International Inc
Q4 2018 Filed on Feb 11, 2019
125
$0.54 - $0.66 $67.5 - $82.5
COP
Conocophillips

Energy
Q4 2018 Filed on Feb 11, 2019
40
$57.01 - $79.89 $2.28K - $3.2K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
48
$142.18 - $166.36 $6.82K - $7.99K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
128
$42.62 - $49.17 $5.46K - $6.29K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2018 Filed on Feb 11, 2019
362
$49.77 - $57.05 $18K - $20.7K
SLV
I Shares Silver Trust

ETFs
Q4 2018 Filed on Feb 11, 2019
100
$13.15 - $14.52 $1.32K - $1.45K
IEMG
Ishares Inc

ETFs
Q4 2018 Filed on Feb 11, 2019
515
$45.85 - $51.77 $23.6K - $26.7K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 11, 2019
250
$43.37 - $59.54 $10.8K - $14.9K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
72
$57.88 - $67.39 $4.17K - $4.85K
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