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Moneta Group Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Moneta Group Investment 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
Q2 		– Sell
-53
Closed -$5K – 603
2018
Q1 		$5K Buy
+53
New +$5.04K ﹤0.01% 516

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Moneta Group Investment Advisors's SMG Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2018, closing a stake of 53 shares — an estimated $5K sold.

Moneta Group Investment Advisors first reported a position in SMG in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 369 funds tracked by Wall St. Rank hold SMG as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 53 ScottsMiracle-Gro shares in Q2 2018, an estimated $5K.
  • Moneta Group Investment Advisors first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's ScottsMiracle-Gro position peaked at $5K in Q1 2018.
  • 369 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.