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River Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

River Wealth 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
-325
Closed -$20K – 434
2018
Q4 		$20K Hold
325
– – 0.01% 338
2018
Q3 		$26K Buy
+325
New +$25.5K 0.01% 354

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

River Wealth Advisors's SMG Position: Q1 2019 in Review

River Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2019, closing a stake of 325 shares — an estimated $20K sold.

River Wealth Advisors first reported a position in SMG in Q3 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 348 funds tracked by Wall St. Rank hold SMG as of Q1 2019.

  • River Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 325 ScottsMiracle-Gro shares in Q1 2019, an estimated $20K.
  • River Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's ScottsMiracle-Gro position peaked at $26K in Q3 2018.
  • 348 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.