Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
GS
Goldman Sachs Group Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
25
$156.35 - $231.65 $3.91K - $5.79K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2018 Filed on Feb 11, 2019
100
N/A
GTY
Getty Realty Corp

Real Estate
Q4 2018 Filed on Feb 11, 2019
253
$26.72 - $31.96 $6.76K - $8.09K
GM
General Motors CO

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
6
$30.56 - $38.45 $183 - $231
General Mtrs CO
Q4 2018 Filed on Feb 11, 2019
3
N/A
General Electric CO
Q4 2018 Filed on Feb 11, 2019
1,084
N/A
GD
General Dynamics Corp

Industrials
Q4 2018 Filed on Feb 11, 2019
24
$148.21 - $207.16 $3.56K - $4.97K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2018 Filed on Feb 11, 2019
6
$31.3 - $52.82 $188 - $317
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q4 2018 Filed on Feb 11, 2019
300
N/A
CCI
Crown Castle International Corp

Real Estate
Q4 2018 Filed on Feb 11, 2019
85
$103.54 - $117.47 $8.8K - $9.98K
COP
Conocophillips

Energy
Q4 2018 Filed on Feb 11, 2019
40
$57.01 - $79.89 $2.28K - $3.2K
BMO
Bank Of Montreal

Financial Services
Q4 2018 Filed on Feb 11, 2019
100
$63.51 - $83.41 $6.35K - $8.34K
BAC
Bank Of America Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,971
$22.73 - $30.43 $44.8K - $60K
AZN
Astrazeneca PLC

Healthcare
Q4 2018 Filed on Feb 11, 2019
340
$36.86 - $41.49 $12.5K - $14.1K
AMAT
Applied Materials Inc

Technology
Q4 2018 Filed on Feb 11, 2019
206
$28.99 - $38.92 $5.97K - $8.02K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2018 Filed on Feb 11, 2019
1,400
$9.71 - $10.29 $13.6K - $14.4K
Andeavor Logistics LP
Q4 2018 Filed on Feb 11, 2019
127
N/A
AIG
American International Group, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
100
$36.59 - $54.05 $3.66K - $5.41K
American Intl Group Inc
Q4 2018 Filed on Feb 11, 2019
53
N/A
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
334
$70.22 - $80.36 $23.5K - $26.8K
AMZN
Amazon Com Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
9
$67.2 - $100.22 $605 - $902
MO
Altria Group, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
851
$47.56 - $65.87 $40.5K - $56.1K
GOOGL
Alphabet Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
28
$49.23 - $60.58 $1.38K - $1.7K
ALL
Allstate Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
48
$77.27 - $100.46 $3.71K - $4.82K
AFL
Aflac Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
148
$41.7 - $47.41 $6.17K - $7.02K
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
47
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
8
$22.86 - $33.57 $183 - $269
MCI
Barings Corporate Investors

Financial Services
Q4 2018 Filed on Feb 11, 2019
590
$14.7 - $15.59 $8.67K - $9.2K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$11.14 - $14.11 $1.11K - $1.41K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
128
$42.62 - $49.17 $5.46K - $6.29K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
48
$142.18 - $166.36 $6.82K - $7.99K
AAME
Atlantic American Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,005
$2.24 - $3.6 $2.25K - $3.62K
CC
Chemours CO

Basic Materials
Q4 2018 Filed on Feb 11, 2019
80
$25.34 - $41.64 $2.03K - $3.33K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Feb 11, 2019
397
N/A
F
Ford Motor CO

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
694
$7.63 - $9.6 $5.3K - $6.66K
CAT
Caterpillar Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
108
$112.34 - $158.22 $12.1K - $17.1K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
40
$79.06 - $97.93 $3.16K - $3.92K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
43
$148.32 - $175.64 $6.38K - $7.55K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
11
$29.07 - $46.34 $320 - $510
BSX
Boston Scientific Corp

Healthcare
Q4 2018 Filed on Feb 11, 2019
306
$31.73 - $39.04 $9.71K - $11.9K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
667
$12.7 - $13.47 $8.47K - $8.98K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
152
$11.56 - $12.07 $1.76K - $1.83K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
475
$12.55 - $13.59 $5.96K - $6.46K
BHP
Bhp Group LTD

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$39.29 - $45.02 $3.93K - $4.5K
Track This Portfolio

Track Signature Wealth Management Group Portfolio

Follow Signature Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email