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Gideon Capital Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-3,129
Closed -$332K – 182
2019
Q4 		$332K Buy
+3,129
New +$320K 0.11% 209
2017
Q1 		– Sell
-4,240
Closed -$406K – 502
2016
Q4 		$406K Buy
+4,240
New +$380K 0.26% 141

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gideon Capital Advisors's SMG Position: Q1 2020 in Review

Gideon Capital Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2020, closing a stake of 3,129 shares — an estimated $332K sold.

Gideon Capital Advisors first reported a position in SMG in Q4 2016 and held it in 2 quarters. The position peaked at $406K in Q4 2016. 412 funds tracked by Wall St. Rank hold SMG as of Q1 2020.

  • Gideon Capital Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,129 ScottsMiracle-Gro shares in Q1 2020, an estimated $332K.
  • Gideon Capital Advisors first reported a position in ScottsMiracle-Gro in Q4 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's ScottsMiracle-Gro position peaked at $406K in Q4 2016.
  • 412 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.