Archford Capital Strategies’s ScottsMiracle-Gro SMG Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-128	Closed	-$13K	–	467
2019 Q2	$13K	Hold	128	–	–	﹤0.01%	386
2019 Q1	$10K	Buy	128 +93	+266%	+$7.01K	﹤0.01%	390
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	474
2018 Q3	$3K	Hold	35	–	–	﹤0.01%	480
2018 Q2	$3K	Hold	35	–	–	﹤0.01%	553
2018 Q1	$4K	Buy	+35	New	+$3.33K	﹤0.01%	427
2017 Q2	–	Sell	-35	Closed	-$3K	–	552
2017 Q1	$3K	Sell	35 -120	-77%	-$11.1K	﹤0.01%	560
2016 Q4	$14K	Buy	155 +120	+343%	+$10.8K	0.01%	351
2016 Q3	$2K	Sell	35 -35	-50%	-$2.76K	﹤0.01%	547
2016 Q2	$4K	Buy	+70	New	+$4.86K	﹤0.01%	528
2016 Q1	–	Sell	-70	Closed	-$6K	–	527
2015 Q4	$6K	Hold	70	–	–	﹤0.01%	540
2015 Q3	$4K	Buy	70 +35	+100%	+$2.16K	﹤0.01%	484
2015 Q2	$2K	Hold	35	–	–	﹤0.01%	511
2015 Q1	$2.35K	Hold	35	–	–	﹤0.01%	496
2014 Q4	$2K	Hold	35	–	–	﹤0.01%	536
2014 Q3	$2K	Sell	35 -10	-22%	-$562	﹤0.01%	528
2014 Q2	$2.56K	Hold	45	–	–	﹤0.01%	633
2014 Q1	$2.76K	Buy	+45	New	+$2.67K	﹤0.01%	604

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

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archford Capital Strategies's SMG Position: Q3 2019 in Review

Archford Capital Strategies sold out of ScottsMiracle-Gro (SMG) in Q3 2019, closing a stake of 128 shares — an estimated $13K sold.

Archford Capital Strategies first reported a position in SMG in Q1 2014 and held it in 18 quarters. The position peaked at $14K in Q4 2016. 418 funds tracked by Wall St. Rank hold SMG as of Q3 2019.

Archford Capital Strategies reported no remaining ScottsMiracle-Gro position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 128 ScottsMiracle-Gro shares in Q3 2019, an estimated $13K.
Archford Capital Strategies first reported a position in ScottsMiracle-Gro in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's ScottsMiracle-Gro position peaked at $14K in Q4 2016.
418 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.