Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $236 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LTC
Ltc Properties Inc

Real Estate
Q3 2018 Filed on Oct 30, 2018
100
$40.97 - $46.45 $4.1K - $4.65K
IVV
Ishares Core S&P 500 ETF

ETFs
Q3 2018 Filed on Oct 30, 2018
211
$272.73 - $295.76 $57.5K - $62.4K
Senior Hsg Pptys Tr
Q3 2018 Filed on Oct 30, 2018
400
N/A
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
Halyard Health Inc
Q3 2018 Filed on Oct 30, 2018
9
N/A
TU
Telus Corp

Communication Services
Q3 2018 Filed on Oct 30, 2018
200
$17.67 - $18.77 $3.53K - $3.75K
GRMN
Garmin LTD

Technology
Q3 2018 Filed on Oct 30, 2018
137
$60.58 - $70.05 $8.3K - $9.6K
PHK
Pimco High Income Fund

Financial Services
Q3 2018 Filed on Oct 30, 2018
663
$8.0 - $9.01 $5.3K - $5.97K
MA
Mastercard Inc

Financial Services
Q3 2018 Filed on Oct 30, 2018
4
$196.29 - $222.61 $785 - $890
Express Scripts Hldg CO
Q3 2018 Filed on Oct 30, 2018
5
N/A
NGG
National Grid PLC

Utilities
Q3 2018 Filed on Oct 30, 2018
64
$50.55 - $58.59 $3.24K - $3.75K
PLUG
Plug Power Inc

Industrials
Q2 2018 Filed on Jul 17, 2018
10
$1.77 - $2.22 $17.7 - $22.2
KMI
Kinder Morgan, Inc.

Energy
Q2 2018 Filed on Jul 17, 2018
105
$14.9 - $17.67 $1.56K - $1.86K
PPL
Ppl Corp

Utilities
Q2 2018 Filed on Jul 17, 2018
81
$25.61 - $29.1 $2.07K - $2.36K
Great Plains Energy Inc
Q2 2018 Filed on Jul 17, 2018
111
N/A
OSK
Oshkosh Corp

Industrials
Q2 2018 Filed on Jul 17, 2018
69
$68.85 - $81.63 $4.75K - $5.63K
Broadcom LTD
Q2 2018 Filed on Jul 17, 2018
1,678
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 17, 2018
451
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2018 Filed on Jul 17, 2018
189
$13.99 - $14.57 $2.64K - $2.75K
ED
Consolidated Edison Inc

Utilities
Q2 2018 Filed on Jul 17, 2018
17
$71.39 - $80.43 $1.21K - $1.37K
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 17, 2018
1,019
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2018 Filed on Jul 17, 2018
146
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 17, 2018
63,818
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 17, 2018
215
N/A
Cigna Corporation
Q2 2018 Filed on Jul 17, 2018
14
N/A
SNY
Sanofi

Healthcare
Q2 2018 Filed on Jul 17, 2018
106
$37.63 - $41.22 $3.99K - $4.37K
EA
Electronic Arts Inc.

Communication Services
Q2 2018 Filed on Jul 17, 2018
31
$116.68 - $146.65 $3.62K - $4.55K
THO
Thor Industries Inc

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
20
$92.6 - $115.2 $1.85K - $2.3K
Time Warner Inc
Q2 2018 Filed on Jul 17, 2018
41
N/A
Windstream Hldgs Inc
Q2 2018 Filed on Jul 17, 2018
81
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q2 2018 Filed on Jul 17, 2018
46
$40.52 - $58.92 $1.86K - $2.71K
VTR
Ventas, Inc.

Real Estate
Q2 2018 Filed on Jul 17, 2018
47
$46.96 - $57.44 $2.21K - $2.7K
Powershares Act Mang Comm Fd
Q1 2018 Filed on Apr 12, 2018
609
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q1 2018 Filed on Apr 12, 2018
15
$61.49 - $75.01 $922 - $1.13K
NTAP
Net App, Inc.

Technology
Q1 2018 Filed on Apr 12, 2018
34
$55.57 - $65.26 $1.89K - $2.22K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q1 2018 Filed on Apr 12, 2018
51
$20.25 - $23.96 $1.03K - $1.22K
MCK
Mckesson Corp

Healthcare
Q1 2018 Filed on Apr 12, 2018
9
$138.75 - $176.72 $1.25K - $1.59K
L3 Technologies Inc
Q1 2018 Filed on Apr 12, 2018
8
N/A
National Oilwell Varco Inc
Q1 2018 Filed on Apr 12, 2018
22
N/A
NAVI
Navient Corp

Financial Services
Q1 2018 Filed on Apr 12, 2018
6,600
$12.63 - $14.66 $83.4K - $96.8K
Michael Kors Hldgs LTD
Q1 2018 Filed on Apr 12, 2018
18
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2018 Filed on Apr 12, 2018
3,300
$65.15 - $77.32 $215K - $255K
Priceline Grp Inc
Q1 2018 Filed on Apr 12, 2018
8
N/A
CTXS
Citrix Systems Inc

Technology
Q1 2018 Filed on Apr 12, 2018
10
$84.53 - $95.88 $845 - $959
ALB
Albemarle Corp

Basic Materials
Q1 2018 Filed on Apr 12, 2018
13
$89.56 - $137.45 $1.16K - $1.79K
MAC
Macerich CO

Real Estate
Q1 2018 Filed on Apr 12, 2018
12
$55.5 - $68.86 $666 - $826
OMC
Omnicom Group Inc.

Communication Services
Q1 2018 Filed on Apr 12, 2018
10
$70.19 - $82.78 $702 - $828
AMP
Ameriprise Financial Inc

Financial Services
Q1 2018 Filed on Apr 12, 2018
11
$144.89 - $182.04 $1.59K - $2K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2018 Filed on Apr 12, 2018
66
$53.51 - $60.32 $3.53K - $3.98K
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