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Allen Capital Group’s ScottsMiracle-Gro SMG Stock Holding History

Allen Capital Group’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,778
Closed -$397K – 135
2018
Q2 		$397K Sell
4,778
-262
-5% -$21.9K 0.15% 87
2018
Q1 		$432K Buy
5,040
+510
+11% +$48.5K 0.17% 84
2017
Q4 		$485K Buy
+4,530
New +$453K 0.21% 69

Other funds holding SMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allen Capital Group's SMG Position: Q3 2018 in Review

Allen Capital Group sold out of ScottsMiracle-Gro (SMG) in Q3 2018, closing a stake of 4,778 shares — an estimated $397K sold.

Allen Capital Group first reported a position in SMG in Q4 2017 and held it in 3 quarters. The position peaked at $485K in Q4 2017. 355 funds tracked by Wall St. Rank hold SMG as of Q3 2018.

  • Allen Capital Group reported no remaining ScottsMiracle-Gro position as of Q3 2018 after selling out during the quarter.
  • Allen Capital Group sold 4,778 ScottsMiracle-Gro shares in Q3 2018, an estimated $397K.
  • Allen Capital Group first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 3 quarters.
  • Allen Capital Group's ScottsMiracle-Gro position peaked at $485K in Q4 2017.
  • 355 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2018.

Based on Allen Capital Group's 13F filing for Q3 2018, filed 22 Oct 2018.