Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $240 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NLY
Annaly Capital Management Inc

Real Estate
Q4 2018 Filed on Feb 11, 2019
1,400
$9.71 - $10.29 $13.6K - $14.4K
AMAT
Applied Materials Inc

Technology
Q4 2018 Filed on Feb 11, 2019
206
$28.99 - $38.92 $5.97K - $8.02K
LEA
Lear Corp

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
44
$116.96 - $150.75 $5.15K - $6.63K
GOOGL
Alphabet Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
28
$49.23 - $60.58 $1.38K - $1.7K
AZN
Astrazeneca PLC

Healthcare
Q4 2018 Filed on Feb 11, 2019
340
$36.86 - $41.49 $12.5K - $14.1K
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
47
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
229
$125.88 - $166.33 $28.8K - $38.1K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
11
$29.07 - $46.34 $320 - $510
MET
Metlife Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
10
$38.24 - $47.77 $382 - $478
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Feb 11, 2019
806
$111.35 - $114.52 $89.7K - $92.3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
900
N/A
MAA
Mid America Apartment Communities Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
211
$92.23 - $103.56 $19.5K - $21.9K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
43
$148.32 - $175.64 $6.38K - $7.55K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
40
$79.06 - $97.93 $3.16K - $3.92K
IDV
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
733
N/A
CAT
Caterpillar Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
108
$112.34 - $158.22 $12.1K - $17.1K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2018 Filed on Feb 11, 2019
235
$24.71 - $29.79 $5.81K - $7K
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
BSX
Boston Scientific Corp

Healthcare
Q4 2018 Filed on Feb 11, 2019
306
$31.73 - $39.04 $9.71K - $11.9K
IEFA
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
2,030
$53.06 - $64.19 $108K - $130K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
967
N/A
Express Scripts Hldg CO
Q3 2018 Filed on Oct 30, 2018
5
N/A
Allergan PLC
Q3 2018 Filed on Oct 30, 2018
2
N/A
MA
Mastercard Inc

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$196.29 - $222.61 $785 - $890
CB
Chubb LTD

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$126.81 - $140.12 $507 - $560
AMT
American Tower Corp

Real Estate
Q3 2018 Filed on Oct 30, 2018
10
$140.38 - $151.17 $1.4K - $1.51K
Blackstone Group L P
Q3 2018 Filed on Oct 30, 2018
19
N/A
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Oct 30, 2018
3,300
$38.18 - $42.27 $126K - $139K
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Oct 30, 2018
64
$50.55 - $58.59 $3.24K - $3.75K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2018 Filed on Oct 30, 2018
9
$83.9 - $98.45 $755 - $886
CAR
Avis Budget Group, Inc.

Industrials
Q3 2018 Filed on Oct 30, 2018
700
$30.62 - $38.74 $21.4K - $27.1K
Energy Transfer Partners LP
Q3 2018 Filed on Oct 30, 2018
100
N/A
LTC
Ltc Properties Inc

Real Estate
Q3 2018 Filed on Oct 30, 2018
100
$40.97 - $46.45 $4.1K - $4.65K
Bt Group PLC
Q3 2018 Filed on Oct 30, 2018
282
N/A
Andeavor
Q3 2018 Filed on Oct 30, 2018
3,551
N/A
IVV
Ishares Core S&P 500 ETF

ETFs
Q3 2018 Filed on Oct 30, 2018
211
$272.73 - $295.76 $57.5K - $62.4K
Halyard Health Inc
Q3 2018 Filed on Oct 30, 2018
9
N/A
PRU
Prudential Financial Inc

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$93.99 - $104.68 $376 - $419
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2018 Filed on Oct 30, 2018
155
$241.66 - $267.12 $37.5K - $41.4K
BP
Bp PLC

Energy
Q3 2018 Filed on Oct 30, 2018
60
$41.53 - $47.05 $2.49K - $2.82K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2018 Filed on Oct 30, 2018
848
N/A
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 30, 2018
4
$59.7 - $69.49 $239 - $278
Senior Hsg Pptys Tr
Q3 2018 Filed on Oct 30, 2018
400
N/A
Celgene Corp
Q3 2018 Filed on Oct 30, 2018
7
N/A
Ggp Inc
Q3 2018 Filed on Oct 30, 2018
1,100
N/A
PHK
Pimco High Income Fund

Financial Services
Q3 2018 Filed on Oct 30, 2018
663
$8.0 - $9.01 $5.3K - $5.97K
Delphi Technologies PLC
Q3 2018 Filed on Oct 30, 2018
3
N/A
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