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Capital Bank & Trust’s ScottsMiracle-Gro SMG Stock Holding History

Capital Bank & Trust’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
2020
Q2 		– Sell
-650
Closed -$67K – 593
2020
Q1 		$67K Hold
650
– – ﹤0.01% 378
2019
Q4 		$69K Buy
+650
New +$66.5K ﹤0.01% 401
2019
Q2 		– Sell
-53
Closed -$4K – 736
2019
Q1 		$4K Buy
+53
New +$3.99K ﹤0.01% 625

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Bank & Trust's SMG Position: Q2 2020 in Review

Capital Bank & Trust sold out of ScottsMiracle-Gro (SMG) in Q2 2020, closing a stake of 650 shares — an estimated $67K sold.

Capital Bank & Trust first reported a position in SMG in Q1 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 458 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

  • Capital Bank & Trust reported no remaining ScottsMiracle-Gro position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 650 ScottsMiracle-Gro shares in Q2 2020, an estimated $67K.
  • Capital Bank & Trust first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 3 quarters.
  • Capital Bank & Trust's ScottsMiracle-Gro position peaked at $69K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.