Icon Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-42	Closed	-$3K	–	666
2019 Q1	$3K	Buy	+42	New	+$3.17K	﹤0.01%	813
2018 Q3	–	Sell	-42	Closed	-$3K	–	649
2018 Q2	$3K	Buy	+42	New	+$3.52K	﹤0.01%	789
2018 Q1	–	Sell	-43	Closed	-$5K	–	647
2017 Q4	$5K	Buy	+43	New	+$4.3K	﹤0.01%	784

Other funds holding SMG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Icon Wealth Partners's SMG Position: Q2 2019 in Review

Icon Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q2 2019, closing a stake of 42 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in SMG in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q4 2017. 382 funds tracked by Wall St. Rank hold SMG as of Q2 2019.

Icon Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 42 ScottsMiracle-Gro shares in Q2 2019, an estimated $3K.
Icon Wealth Partners first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's ScottsMiracle-Gro position peaked at $5K in Q4 2017.
382 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.