APP
SMG icon

Avantax Planning Partners’s ScottsMiracle-Gro SMG Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-54
Closed -$5K – 1282
2018
Q1 		$5K Buy
+54
New +$5.14K ﹤0.01% 1355

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Avantax Planning Partners's SMG Position: Q2 2018 in Review

Avantax Planning Partners sold out of ScottsMiracle-Gro (SMG) in Q2 2018, closing a stake of 54 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in SMG in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 369 funds tracked by Wall St. Rank hold SMG as of Q2 2018.

  • Avantax Planning Partners reported no remaining ScottsMiracle-Gro position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 54 ScottsMiracle-Gro shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's ScottsMiracle-Gro position peaked at $5K in Q1 2018.
  • 369 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.