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Integrated Wealth Management (Palm Desert)’s ScottsMiracle-Gro SMG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q4 		– Sell
-140
Closed -$8K – 1374
2015
Q3 		$8K Hold
140
– – ﹤0.01% 827
2015
Q2 		$9K Sell
140
-855
-86% -$54.2K ﹤0.01% 826
2015
Q1 		$66K Buy
+995
New +$64.8K 0.03% 342

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PP
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T. Rowe Price Associates
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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SMG Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ScottsMiracle-Gro (SMG) in Q4 2015, closing a stake of 140 shares — an estimated $8K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SMG in Q1 2015 and held it in 3 quarters. The position peaked at $66K in Q1 2015. 280 funds tracked by Wall St. Rank hold SMG as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining ScottsMiracle-Gro position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 140 ScottsMiracle-Gro shares in Q4 2015, an estimated $8K.
  • Integrated Wealth Management (Palm Desert) first reported a position in ScottsMiracle-Gro in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s ScottsMiracle-Gro position peaked at $66K in Q1 2015.
  • 280 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.