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Optimum Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Optimum 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
2020
Q1 		– Sell
-250
Closed -$27K – 940
2019
Q4 		$27K Hold
250
– – 0.01% 624
2019
Q3 		$25K Buy
+250
New +$26.2K 0.01% 640
2018
Q4 		– Sell
-150
Closed -$12K – 1024
2018
Q3 		$12K Hold
150
– – ﹤0.01% 817
2018
Q2 		$12K Hold
150
– – ﹤0.01% 823
2018
Q1 		$13K Buy
+150
New +$14.3K ﹤0.01% 789

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimum Investment Advisors's SMG Position: Q1 2020 in Review

Optimum Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2020, closing a stake of 250 shares — an estimated $27K sold.

Optimum Investment Advisors first reported a position in SMG in Q1 2018 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 412 funds tracked by Wall St. Rank hold SMG as of Q1 2020.

  • Optimum Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 250 ScottsMiracle-Gro shares in Q1 2020, an estimated $27K.
  • Optimum Investment Advisors first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's ScottsMiracle-Gro position peaked at $27K in Q4 2019.
  • 412 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.