Steel Grove Capital Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Steel Grove Capital 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 Q4	–	Sell	-3,253	Closed	-$256K	–	337
2018 Q3	$256K	Sell	3,253 -1	-0%	-$79	0.04%	271
2018 Q2	$271K	Sell	3,254 -3,859	-54%	-$323K	0.04%	259
2018 Q1	$610K	Buy	+7,113	New	+$677K	0.1%	194

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's SMG Position: Q4 2018 in Review

Steel Grove Capital Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2018, closing a stake of 3,253 shares — an estimated $256K sold.

Steel Grove Capital Advisors first reported a position in SMG in Q1 2018 and held it in 3 quarters. The position peaked at $610K in Q1 2018. 339 funds tracked by Wall St. Rank hold SMG as of Q4 2018.

Steel Grove Capital Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2018 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,253 ScottsMiracle-Gro shares in Q4 2018, an estimated $256K.
Steel Grove Capital Advisors first reported a position in ScottsMiracle-Gro in Q1 2018 and held it in 3 quarters.
Steel Grove Capital Advisors's ScottsMiracle-Gro position peaked at $610K in Q1 2018.
339 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2018.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.