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Heritage Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Heritage Wealth 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
2018
Q4 		– Sell
-35
Closed -$2K – 410
2018
Q3 		$2K Buy
+35
New +$2.75K ﹤0.01% 358

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's SMG Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2018, closing a stake of 35 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in SMG in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 339 funds tracked by Wall St. Rank hold SMG as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 35 ScottsMiracle-Gro shares in Q4 2018, an estimated $2K.
  • Heritage Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's ScottsMiracle-Gro position peaked at $2K in Q3 2018.
  • 339 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.