EWM
SMG icon

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

Executive 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
Q3 		– Sell
-155
Closed -$15K – 677
2019
Q2 		$15K Buy
+155
New +$13.8K ﹤0.01% 531

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Executive Wealth Management's SMG Position: Q3 2019 in Review

Executive Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2019, closing a stake of 155 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in SMG in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 417 funds tracked by Wall St. Rank hold SMG as of Q3 2019.

  • Executive Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 155 ScottsMiracle-Gro shares in Q3 2019, an estimated $15K.
  • Executive Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's ScottsMiracle-Gro position peaked at $15K in Q2 2019.
  • 417 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.