Financial Architects (New Jersey)’s ScottsMiracle-Gro SMG Stock Holding History

Financial Architects (New Jersey)’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
2017 Q3	–	Sell	-30	Closed	-$3K	–	1589
2017 Q2	$3K	Sell	30 -49	-62%	-$4.42K	﹤0.01%	1387
2017 Q1	$7K	Buy	+79	New	+$7.32K	﹤0.01%	1228
2015 Q1	–	Sell	-75	Closed	-$5K	–	1024
2014 Q4	$5K	Buy	75 +25	+50%	+$1.49K	﹤0.01%	840
2014 Q3	$3K	Hold	50	–	–	﹤0.01%	809
2014 Q2	$3K	Buy	+50	New	+$2.99K	﹤0.01%	839

Other funds holding SMG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Architects (New Jersey)'s SMG Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of ScottsMiracle-Gro (SMG) in Q3 2017, closing a stake of 30 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in SMG in Q2 2014 and held it in 5 quarters. The position peaked at $7K in Q1 2017. 322 funds tracked by Wall St. Rank hold SMG as of Q3 2017.

Financial Architects (New Jersey) reported no remaining ScottsMiracle-Gro position as of Q3 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 30 ScottsMiracle-Gro shares in Q3 2017, an estimated $3K.
Financial Architects (New Jersey) first reported a position in ScottsMiracle-Gro in Q2 2014 and held it in 5 quarters.
Financial Architects (New Jersey)'s ScottsMiracle-Gro position peaked at $7K in Q1 2017.
322 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.