Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INTC
Intel Corp

Technology
Q4 2018 Filed on Feb 11, 2019
2,404
$42.42 - $50.13 $102K - $121K
NGVT
Ingevity Corp

Basic Materials
Q4 2018 Filed on Feb 11, 2019
34
$75.51 - $103.34 $2.57K - $3.51K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q4 2018 Filed on Feb 11, 2019
847
N/A
Iac Interactivecorp
Q4 2018 Filed on Feb 11, 2019
75
N/A
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
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q4 2018 Filed on Feb 11, 2019
300
N/A
DTE
Dte Energy CO

Utilities
Q4 2018 Filed on Feb 11, 2019
167
$92.45 - $102.09 $15.4K - $17K
DUK
Duke Energy Corp

Utilities
Q4 2018 Filed on Feb 11, 2019
715
$79.19 - $90.9 $56.6K - $65K
Eaton Vance Corp
Q4 2018 Filed on Feb 11, 2019
64
N/A
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

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

Industrials
Q4 2018 Filed on Feb 11, 2019
55
$55.49 - $78.52 $3.05K - $4.32K
META
Meta Platforms, Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
77
$124.06 - $162.44 $9.55K - $12.5K
ENB
Enbridge Inc

Energy
Q4 2018 Filed on Feb 11, 2019
386
$29.22 - $33.9 $11.3K - $13.1K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2018 Filed on Feb 11, 2019
531
$23.51 - $29.33 $12.5K - $15.6K
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
CSX
Csx Corp

Industrials
Q4 2018 Filed on Feb 11, 2019
786
$19.59 - $25.01 $15.4K - $19.7K
ES
Eversource Energy

Utilities
Q4 2018 Filed on Feb 11, 2019
96
$61.09 - $70.23 $5.86K - $6.74K
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
DFS
Discover Financial Services

Financial Services
Q4 2018 Filed on Feb 11, 2019
80
$55.09 - $78.01 $4.41K - $6.24K
DIS
Walt Disney CO

Communication Services
Q4 2018 Filed on Feb 11, 2019
5,288
$100.35 - $118.9 $531K - $629K
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
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q4 2018 Filed on Feb 11, 2019
6
$31.3 - $52.82 $188 - $317
EVRI
Everi Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
1,000
$4.93 - $8.77 $4.93K - $8.77K
CC
Chemours CO

Basic Materials
Q4 2018 Filed on Feb 11, 2019
80
$25.34 - $41.64 $2.03K - $3.33K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
211
$92.23 - $103.56 $19.5K - $21.9K
Andeavor Logistics LP
Q4 2018 Filed on Feb 11, 2019
127
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2018 Filed on Feb 11, 2019
1,400
$9.71 - $10.29 $13.6K - $14.4K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
391
$42.54 - $57.56 $16.6K - $22.5K
AMAT
Applied Materials Inc

Technology
Q4 2018 Filed on Feb 11, 2019
206
$28.99 - $38.92 $5.97K - $8.02K
AZN
Astrazeneca PLC

Healthcare
Q4 2018 Filed on Feb 11, 2019
340
$36.86 - $41.49 $12.5K - $14.1K
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
64
$55.82 - $71.86 $3.57K - $4.6K
IHE
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
311
$132.01 - $167.62 $41.1K - $52.1K
BAC
Bank Of America Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
1,971
$22.73 - $30.43 $44.8K - $60K
DVY
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
638
N/A
BMO
Bank Of Montreal

Financial Services
Q4 2018 Filed on Feb 11, 2019
100
$63.51 - $83.41 $6.35K - $8.34K
MCI
Barings Corporate Investors

Financial Services
Q4 2018 Filed on Feb 11, 2019
590
$14.7 - $15.59 $8.67K - $9.2K
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
MET
Metlife Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
10
$38.24 - $47.77 $382 - $478
ACN
Accenture PLC

Technology
Q4 2018 Filed on Feb 11, 2019
406
$133.67 - $174.14 $54.3K - $70.7K
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
8
$22.86 - $33.57 $183 - $269
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
47
N/A
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