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Capstone Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Capstone Financial Group’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
-203
Closed -$21K – 161
2020
Q1 		$21K Buy
203
+1
+0.5% +$110 0.02% 134
2019
Q4 		$21K Buy
+202
New +$20.7K 0.02% 149

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

Capstone Financial Group's SMG Position: Q2 2020 in Review

Capstone Financial Group sold out of ScottsMiracle-Gro (SMG) in Q2 2020, closing a stake of 203 shares — an estimated $21K sold.

Capstone Financial Group first reported a position in SMG in Q4 2019 and held it in 2 quarters. The position peaked at $21K in Q1 2020. 457 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

  • Capstone Financial Group reported no remaining ScottsMiracle-Gro position as of Q2 2020 after selling out during the quarter.
  • Capstone Financial Group sold 203 ScottsMiracle-Gro shares in Q2 2020, an estimated $21K.
  • Capstone Financial Group first reported a position in ScottsMiracle-Gro in Q4 2019 and held it in 2 quarters.
  • Capstone Financial Group's ScottsMiracle-Gro position peaked at $21K in Q1 2020.
  • 457 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on Capstone Financial Group's 13F filing for Q2 2020, filed 14 Jul 2020.