Alpha Cubed Investments’s ScottsMiracle-Gro SMG Stock Holding History

Alpha Cubed Investments’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 Q4	–	Sell	-17,123	Closed	-$1.24M	–	296
2018 Q3	$1.24M	Buy	17,123 +1,800	+12%	+$141K	0.14%	101
2018 Q2	$1.27M	Sell	15,323 -12,739	-45%	-$1.07M	0.16%	82
2018 Q1	$2.41M	Buy	28,062 +1,108	+4%	+$105K	0.31%	63
2017 Q4	$2.88M	Buy	26,954 +3,204	+13%	+$320K	0.38%	55
2017 Q3	$2.31M	Buy	23,750 +4,509	+23%	+$427K	0.35%	58
2017 Q2	$1.72M	Buy	19,241 +13,727	+249%	+$1.24M	0.3%	59
2017 Q1	$515K	Buy	+5,514	New	+$511K	0.11%	103

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Cubed Investments's SMG Position: Q4 2018 in Review

Alpha Cubed Investments sold out of ScottsMiracle-Gro (SMG) in Q4 2018, closing a stake of 17,123 shares — an estimated $1.24M sold.

Alpha Cubed Investments first reported a position in SMG in Q1 2017 and held it in 7 quarters. The position peaked at $2.88M in Q4 2017. 338 funds tracked by Wall St. Rank hold SMG as of Q4 2018.

Alpha Cubed Investments reported no remaining ScottsMiracle-Gro position as of Q4 2018 after selling out during the quarter.
Alpha Cubed Investments sold 17,123 ScottsMiracle-Gro shares in Q4 2018, an estimated $1.24M.
Alpha Cubed Investments first reported a position in ScottsMiracle-Gro in Q1 2017 and held it in 7 quarters.
Alpha Cubed Investments's ScottsMiracle-Gro position peaked at $2.88M in Q4 2017.
338 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.