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MBE Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-40
Closed -$4K – 428
2020
Q1 		$4K Buy
+40
New +$4.4K ﹤0.01% 405

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's SMG Position: Q2 2020 in Review

MBE Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2020, closing a stake of 40 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in SMG in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 458 funds tracked by Wall St. Rank hold SMG as of Q2 2020.

  • MBE Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 40 ScottsMiracle-Gro shares in Q2 2020, an estimated $4K.
  • MBE Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's ScottsMiracle-Gro position peaked at $4K in Q1 2020.
  • 458 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.