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Rational Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Rational 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
2015
Q1 		– Sell
-10,800
Closed -$673K – 533
2014
Q4 		$673K Buy
+10,800
New +$643K 0.13% 167
2013
Q4 		$3.16M Hold
50,800
– – 0.27% 124
2013
Q3 		$2.8M Hold
50,800
– – 0.21% 145
2013
Q2 		$2.45M Buy
+50,800
New +$2.36M 0.21% 165

Other funds holding SMG

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rational Advisors's SMG Position: Q1 2015 in Review

Rational Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2015, closing a stake of 10,800 shares — an estimated $673K sold.

Rational Advisors first reported a position in SMG in Q2 2013 and held it in 4 quarters. The position peaked at $3.16M in Q4 2013. 260 funds tracked by Wall St. Rank hold SMG as of Q1 2015.

  • Rational Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2015 after selling out during the quarter.
  • Rational Advisors sold 10,800 ScottsMiracle-Gro shares in Q1 2015, an estimated $673K.
  • Rational Advisors first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's ScottsMiracle-Gro position peaked at $3.16M in Q4 2013.
  • 260 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2015.

Based on Rational Advisors's 13F filing for Q1 2015, filed 4 May 2015.