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Alpha Omega Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Alpha Omega Wealth Management’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
-15
Closed -$1K – 490
2018
Q3 		$1K Hold
15
– – ﹤0.01% 465
2018
Q2 		$1K Hold
15
– – ﹤0.01% 478
2018
Q1 		$1K Buy
+15
New +$1.43K ﹤0.01% 474

Other funds holding SMG

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Omega Wealth Management's SMG Position: Q4 2018 in Review

Alpha Omega Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Alpha Omega Wealth Management first reported a position in SMG in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 339 funds tracked by Wall St. Rank hold SMG as of Q4 2018.

  • Alpha Omega Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2018 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 15 ScottsMiracle-Gro shares in Q4 2018, an estimated $1K.
  • Alpha Omega Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 3 quarters.
  • Alpha Omega Wealth Management's ScottsMiracle-Gro position peaked at $1K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2018.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.