Signature Wealth Management Group Buys Cisco Systems Inc, Coca-Cola Co, Leggett & Platt Inc, Sells Eaton Corp PLC, Principal Financial Group Inc, Cracker Barrel Old Country Store Inc

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May 26, 2020
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Investment company Signature Wealth Management Group (Current Portfolio) buys Cisco Systems Inc, Coca-Cola Co, Leggett & Platt Inc, Wells Fargo, Comcast Corp, sells Eaton Corp PLC, Principal Financial Group Inc, Cracker Barrel Old Country Store Inc, H&R Block Inc, iShares 20+ Year Treasury Bond ETF during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Signature Wealth Management Group. As of 2020Q1, Signature Wealth Management Group owns 59 stocks with a total value of $90 million. These are the details of the buys and sells.

For the details of Signature Wealth Management Group's stock buys and sells, go to https://www.gurufocus.com/guru/signature+wealth+management+group/current-portfolio/portfolio

These are the top 5 holdings of Signature Wealth Management Group
  1. Southern Co (SO) - 99,680 shares, 5.99% of the total portfolio. Shares reduced by 4.29%
  2. iShares TIPS Bond (TIP) - 43,461 shares, 5.69% of the total portfolio. Shares added by 2.81%
  3. Coca-Cola Co (KO) - 70,065 shares, 3.44% of the total portfolio. Shares added by 393.17%
  4. GlaxoSmithKline PLC (GSK) - 78,499 shares, 3.30% of the total portfolio. Shares reduced by 0.76%
  5. Cisco Systems Inc (CSCO) - 75,296 shares, 3.29% of the total portfolio. Shares added by 1305.83%
New Purchase: Leggett & Platt Inc (LEG)

Signature Wealth Management Group initiated holding in Leggett & Platt Inc. The purchase prices were between $22.47 and $51.58, with an estimated average price of $41.97. The stock is now traded at around $31.67. The impact to a portfolio due to this purchase was 2.17%. The holding were 73,423 shares as of .

New Purchase: Wells Fargo & Co (WFC)

Signature Wealth Management Group initiated holding in Wells Fargo & Co. The purchase prices were between $25.25 and $53.8, with an estimated average price of $42.87. The stock is now traded at around $26.26. The impact to a portfolio due to this purchase was 1.29%. The holding were 40,528 shares as of .

New Purchase: Comcast Corp (CMCSA)

Signature Wealth Management Group initiated holding in Comcast Corp. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $39.52. The impact to a portfolio due to this purchase was 0.8%. The holding were 21,033 shares as of .

New Purchase: Merck & Co Inc (MRK)

Signature Wealth Management Group initiated holding in Merck & Co Inc. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $77.26. The impact to a portfolio due to this purchase was 0.62%. The holding were 7,295 shares as of .

New Purchase: Texas Instruments Inc (TXN)

Signature Wealth Management Group initiated holding in Texas Instruments Inc. The purchase prices were between $93.5 and $134.25, with an estimated average price of $120.51. The stock is now traded at around $115.73. The impact to a portfolio due to this purchase was 0.6%. The holding were 5,404 shares as of .

New Purchase: Truist Financial Corp (TFC)

Signature Wealth Management Group initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $36.19. The impact to a portfolio due to this purchase was 0.48%. The holding were 14,054 shares as of .

Added: Cisco Systems Inc (CSCO)

Signature Wealth Management Group added to a holding in Cisco Systems Inc by 1305.83%. The purchase prices were between $33.2 and $49.93, with an estimated average price of $44.06. The stock is now traded at around $44.84. The impact to a portfolio due to this purchase was 3.06%. The holding were 75,296 shares as of .

Added: Coca-Cola Co (KO)

Signature Wealth Management Group added to a holding in Coca-Cola Co by 393.17%. The purchase prices were between $37.56 and $60.13, with an estimated average price of $54.17. The stock is now traded at around $46.09. The impact to a portfolio due to this purchase was 2.74%. The holding were 70,065 shares as of .

Added: Apple Inc (AAPL)

Signature Wealth Management Group added to a holding in Apple Inc by 42.92%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $316.73. The impact to a portfolio due to this purchase was 0.24%. The holding were 2,887 shares as of .

Added: Skyworks Solutions Inc (SWKS)

Signature Wealth Management Group added to a holding in Skyworks Solutions Inc by 27.02%. The purchase prices were between $67.9 and $128.19, with an estimated average price of $107.43. The stock is now traded at around $117.72. The impact to a portfolio due to this purchase was 0.18%. The holding were 8,336 shares as of .

Added: Citigroup Inc (C)

Signature Wealth Management Group added to a holding in Citigroup Inc by 37.79%. The purchase prices were between $35.39 and $81.91, with an estimated average price of $67.72. The stock is now traded at around $48.17. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,317 shares as of .

Added: Delta Air Lines Inc (DAL)

Signature Wealth Management Group added to a holding in Delta Air Lines Inc by 25.98%. The purchase prices were between $21.35 and $62.03, with an estimated average price of $50.04. The stock is now traded at around $25.65. The impact to a portfolio due to this purchase was 0.13%. The holding were 20,586 shares as of .

Sold Out: Eaton Corp PLC (ETN)

Signature Wealth Management Group sold out a holding in Eaton Corp PLC. The sale prices were between $57.77 and $105.1, with an estimated average price of $91.97.

Sold Out: Principal Financial Group Inc (PFG)

Signature Wealth Management Group sold out a holding in Principal Financial Group Inc. The sale prices were between $24.16 and $57.08, with an estimated average price of $47.72.

Sold Out: Cracker Barrel Old Country Store Inc (CBRL)

Signature Wealth Management Group sold out a holding in Cracker Barrel Old Country Store Inc. The sale prices were between $56.72 and $168.8, with an estimated average price of $138.37.

Sold Out: H&R Block Inc (HRB)

Signature Wealth Management Group sold out a holding in H&R Block Inc. The sale prices were between $12.38 and $24.97, with an estimated average price of $21.06.

Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)

Signature Wealth Management Group sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $135.48 and $171.29, with an estimated average price of $148.44.

Sold Out: Invesco Ltd (IVZ)

Signature Wealth Management Group sold out a holding in Invesco Ltd. The sale prices were between $7.61 and $18.89, with an estimated average price of $15.33.

Reduced: Kimberly-Clark Corp (KMB)

Signature Wealth Management Group reduced to a holding in Kimberly-Clark Corp by 29.88%. The sale prices were between $112.34 and $148.25, with an estimated average price of $138.53. The stock is now traded at around $136.00. The impact to a portfolio due to this sale was -0.86%. Signature Wealth Management Group still held 19,290 shares as of .

Reduced: General Mills Inc (GIS)

Signature Wealth Management Group reduced to a holding in General Mills Inc by 24.54%. The sale prices were between $47.28 and $59.67, with an estimated average price of $52.84. The stock is now traded at around $59.92. The impact to a portfolio due to this sale was -0.62%. Signature Wealth Management Group still held 46,763 shares as of .

Reduced: Flowers Foods Inc (FLO)

Signature Wealth Management Group reduced to a holding in Flowers Foods Inc by 20.63%. The sale prices were between $17.74 and $24.28, with an estimated average price of $21.82. The stock is now traded at around $22.77. The impact to a portfolio due to this sale was -0.52%. Signature Wealth Management Group still held 119,784 shares as of .



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