Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AFL
Aflac Inc

Financial Services
Q4 2018 Filed on Feb 11, 2019
148
$41.7 - $47.41 $6.17K - $7.02K
ALL
Allstate Corp

Financial Services
Q4 2018 Filed on Feb 11, 2019
48
$77.27 - $100.46 $3.71K - $4.82K
GOOGL
Alphabet Inc.

Communication Services
Q4 2018 Filed on Feb 11, 2019
28
$49.23 - $60.58 $1.38K - $1.7K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 11, 2019
851
$47.56 - $65.87 $40.5K - $56.1K
AMZN
Amazon Com Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
9
$67.2 - $100.22 $605 - $902
AEP
American Electric Power CO Inc

Utilities
Q4 2018 Filed on Feb 11, 2019
334
$70.22 - $80.36 $23.5K - $26.8K
LEA
Lear Corp

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
44
$116.96 - $150.75 $5.15K - $6.63K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
944
$56.89 - $68.07 $53.7K - $64.3K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
229
$125.88 - $166.33 $28.8K - $38.1K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Feb 11, 2019
397
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Feb 11, 2019
806
$111.35 - $114.52 $89.7K - $92.3K
F
Ford Motor CO

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
694
$7.63 - $9.6 $5.3K - $6.66K
BSX
Boston Scientific Corp

Healthcare
Q4 2018 Filed on Feb 11, 2019
306
$31.73 - $39.04 $9.71K - $11.9K
CAT
Caterpillar Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
108
$112.34 - $158.22 $12.1K - $17.1K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
967
N/A
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
40
$79.06 - $97.93 $3.16K - $3.92K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
11
$29.07 - $46.34 $320 - $510
IEFA
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
2,030
$53.06 - $64.19 $108K - $130K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
667
$12.7 - $13.47 $8.47K - $8.98K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
900
N/A
GOLD
Barrick Gold Corp

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$11.14 - $14.11 $1.11K - $1.41K
IDV
Ishares Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
733
N/A
BCE
Bce Inc

Communication Services
Q4 2018 Filed on Feb 11, 2019
480
$38.88 - $43.18 $18.7K - $20.7K
BHP
Bhp Group LTD

Basic Materials
Q4 2018 Filed on Feb 11, 2019
100
$39.29 - $45.02 $3.93K - $4.5K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
475
$12.55 - $13.59 $5.96K - $6.46K
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
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
43
$148.32 - $175.64 $6.38K - $7.55K
CAR
Avis Budget Group, Inc.

Industrials
Q3 2018 Filed on Oct 30, 2018
700
$30.62 - $38.74 $21.4K - $27.1K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2018 Filed on Oct 30, 2018
16
$58.36 - $70.49 $934 - $1.13K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Oct 30, 2018
3,300
$38.18 - $42.27 $126K - $139K
Energy Transfer Partners LP
Q3 2018 Filed on Oct 30, 2018
100
N/A
BP
Bp PLC

Energy
Q3 2018 Filed on Oct 30, 2018
60
$41.53 - $47.05 $2.49K - $2.82K
Bt Group PLC
Q3 2018 Filed on Oct 30, 2018
282
N/A
CB
Chubb LTD

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$126.81 - $140.12 $507 - $560
Delphi Technologies PLC
Q3 2018 Filed on Oct 30, 2018
3
N/A
Ggp Inc
Q3 2018 Filed on Oct 30, 2018
1,100
N/A
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2018 Filed on Oct 30, 2018
200
$45.23 - $50.78 $9.05K - $10.2K
APTV
Aptiv PLC

Consumer Cyclical
Q3 2018 Filed on Oct 30, 2018
9
$83.9 - $98.45 $755 - $886
EOG
Eog Resources Inc

Energy
Q3 2018 Filed on Oct 30, 2018
9
$114.32 - $129.9 $1.03K - $1.17K
AMT
American Tower Corp

Real Estate
Q3 2018 Filed on Oct 30, 2018
10
$140.38 - $151.17 $1.4K - $1.51K
Allergan PLC
Q3 2018 Filed on Oct 30, 2018
2
N/A
Andeavor
Q3 2018 Filed on Oct 30, 2018
3,551
N/A
Rockwell Collins Inc
Q3 2018 Filed on Oct 30, 2018
2
N/A
Blackstone Group L P
Q3 2018 Filed on Oct 30, 2018
19
N/A
PRU
Prudential Financial Inc

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$93.99 - $104.68 $376 - $419
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2018 Filed on Oct 30, 2018
848
N/A
Symantec Corp
Q3 2018 Filed on Oct 30, 2018
200
N/A
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 30, 2018
4
$59.7 - $69.49 $239 - $278
Celgene Corp
Q3 2018 Filed on Oct 30, 2018
7
N/A
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