Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $243 Million
  • Q3 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
TEI
Templeton Emerging Markets Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
700
$9.02 - $10.03 $6.31K - $7.02K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
1,146
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
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
CNK
Cinemark Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
217
$35.48 - $42.41 $7.7K - $9.2K
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
V
Visa Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
237
$121.73 - $150.79 $28.9K - $35.7K
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
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2018 Filed on Feb 11, 2019
757
$35.84 - $43.38 $27.1K - $32.8K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2018 Filed on Feb 11, 2019
90
$16.57 - $23.12 $1.49K - $2.08K
Hcp Inc
Q4 2018 Filed on Feb 11, 2019
150
N/A
DFS
Discover Financial Services

Financial Services
Q4 2018 Filed on Feb 11, 2019
80
$55.09 - $78.01 $4.41K - $6.24K
ES
Eversource Energy

Utilities
Q4 2018 Filed on Feb 11, 2019
96
$61.09 - $70.23 $5.86K - $6.74K
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
1,000
$4.93 - $8.77 $4.93K - $8.77K
EPR
Epr Properties

Real Estate
Q4 2018 Filed on Feb 11, 2019
90
$63.46 - $71.45 $5.71K - $6.43K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 11, 2019
531
$23.51 - $29.33 $12.5K - $15.6K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Feb 11, 2019
386
$29.22 - $33.9 $11.3K - $13.1K
EMR
Emerson Electric CO

Industrials
Q4 2018 Filed on Feb 11, 2019
55
$55.49 - $78.52 $3.05K - $4.32K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
500
$12.39 - $17.95 $6.2K - $8.98K
Eaton Vance Corp
Q4 2018 Filed on Feb 11, 2019
64
N/A
DUK
Duke Energy Corp

Utilities
Q4 2018 Filed on Feb 11, 2019
715
$79.19 - $90.9 $56.6K - $65K
DTE
Dte Energy CO

Utilities
Q4 2018 Filed on Feb 11, 2019
167
$92.45 - $102.09 $15.4K - $17K
Dowdupont Inc
Q4 2018 Filed on Feb 11, 2019
675
N/A
D
Dominion Energy, Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
1,406
$69.89 - $76.92 $98.3K - $108K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,743
$10.05 - $11.15 $17.5K - $19.4K
DIS
Walt Disney CO

Communication Services
Q4 2018 Filed on Feb 11, 2019
5,288
$100.35 - $118.9 $531K - $629K
CSX
Csx Corp

Industrials
Q4 2018 Filed on Feb 11, 2019
786
$19.59 - $25.01 $15.4K - $19.7K
META
Meta Platforms, Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
77
$124.06 - $162.44 $9.55K - $12.5K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q4 2018 Filed on Feb 11, 2019
200
$21.94 - $28.16 $4.39K - $5.63K
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
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