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Evercore Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Evercore 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
2015
Q3 		– Sell
-174
Closed -$10K – 1043
2015
Q2 		$10K Buy
+174
New +$11K ﹤0.01% 911

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T. Rowe Price Associates
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Evercore Wealth Management's SMG Position: Q3 2015 in Review

Evercore Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2015, closing a stake of 174 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in SMG in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 266 funds tracked by Wall St. Rank hold SMG as of Q3 2015.

  • Evercore Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 174 ScottsMiracle-Gro shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's ScottsMiracle-Gro position peaked at $10K in Q2 2015.
  • 266 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.