Bar Harbor Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Bar Harbor 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
2019 Q4	–	Sell	-2,683	Closed	-$273K	–	300
2019 Q3	$273K	Sell	2,683 -306	-10%	-$32K	0.03%	261
2019 Q2	$294K	Buy	2,989 +115	+4%	+$10.2K	0.03%	254
2019 Q1	$226K	Buy	+2,874	New	+$217K	0.03%	272
2018 Q4	–	Sell	-3,731	Closed	-$294K	–	302
2018 Q3	$294K	Sell	3,731 -364	-9%	-$28.6K	0.03%	249
2018 Q2	$341K	Sell	4,095 -513	-11%	-$42.9K	0.04%	234
2018 Q1	$395K	Buy	4,608 +2,708	+143%	+$258K	0.05%	223
2017 Q4	$203K	Buy	+1,900	New	+$190K	0.02%	300

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Bar Harbor Wealth Management's SMG Position: Q4 2019 in Review

Bar Harbor Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2019, closing a stake of 2,683 shares — an estimated $273K sold.

Bar Harbor Wealth Management first reported a position in SMG in Q4 2017 and held it in 7 quarters. The position peaked at $395K in Q1 2018. 430 funds tracked by Wall St. Rank hold SMG as of Q4 2019.

Bar Harbor Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2019 after selling out during the quarter.
Bar Harbor Wealth Management sold 2,683 ScottsMiracle-Gro shares in Q4 2019, an estimated $273K.
Bar Harbor Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 7 quarters.
Bar Harbor Wealth Management's ScottsMiracle-Gro position peaked at $395K in Q1 2018.
430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.