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JOYN Advisors’s ScottsMiracle-Gro SMG Stock Holding History

JOYN 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
2019
Q1 		– Sell
-279
Closed -$17K – 1194
2018
Q4 		$17K Buy
279
+58
+26% +$4.13K ﹤0.01% 746
2018
Q3 		$17K Buy
221
+12
+6% +$943 ﹤0.01% 750
2018
Q2 		$17K Buy
+209
New +$17.5K ﹤0.01% 737

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's SMG Position: Q1 2019 in Review

JOYN Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2019, closing a stake of 279 shares — an estimated $17K sold.

JOYN Advisors first reported a position in SMG in Q2 2018 and held it in 3 quarters. The position peaked at $17K in Q4 2018. 347 funds tracked by Wall St. Rank hold SMG as of Q1 2019.

  • JOYN Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 279 ScottsMiracle-Gro shares in Q1 2019, an estimated $17K.
  • JOYN Advisors first reported a position in ScottsMiracle-Gro in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's ScottsMiracle-Gro position peaked at $17K in Q4 2018.
  • 347 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.