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First Personal Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

First Personal Financial Services’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
-70
Closed -$6K – 868
2017
Q2 		$6K Hold
70
– – ﹤0.01% 783
2017
Q1 		$7K Hold
70
– – ﹤0.01% 772
2016
Q4 		$7K Hold
70
– – ﹤0.01% 790
2016
Q3 		$6K Hold
70
– – ﹤0.01% 684
2016
Q2 		$5K Buy
+70
New +$4.86K ﹤0.01% 687

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Personal Financial Services's SMG Position: Q3 2017 in Review

First Personal Financial Services sold out of ScottsMiracle-Gro (SMG) in Q3 2017, closing a stake of 70 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in SMG in Q2 2016 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.

  • First Personal Financial Services reported no remaining ScottsMiracle-Gro position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 70 ScottsMiracle-Gro shares in Q3 2017, an estimated $6K.
  • First Personal Financial Services first reported a position in ScottsMiracle-Gro in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services'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 First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.