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Burt Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Burt Wealth Advisors’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
Q2 		– Sell
-125
Closed -$10K – 365
2019
Q1 		$10K Hold
125
– – ﹤0.01% 277
2018
Q4 		$8K Buy
+125
New +$8.89K ﹤0.01% 285

Other funds holding SMG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Burt Wealth Advisors's SMG Position: Q2 2019 in Review

Burt Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2019, closing a stake of 125 shares — an estimated $10K sold.

Burt Wealth Advisors first reported a position in SMG in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 382 funds tracked by Wall St. Rank hold SMG as of Q2 2019.

  • Burt Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 125 ScottsMiracle-Gro shares in Q2 2019, an estimated $10K.
  • Burt Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2018 and held it in 2 quarters.
  • Burt Wealth Advisors's ScottsMiracle-Gro position peaked at $10K in Q1 2019.
  • 382 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2019.

Based on Burt Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.