SWS Partners’s ScottsMiracle-Gro SMG Stock Holding History

SWS Partners’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	-217	Closed	-$18K	–	278
2018 Q1	$18K	Buy	217 +1	+0.5%	+$95	0.01%	225
2017 Q4	$23K	Buy	+216	New	+$21.6K	0.02%	218

Other funds holding SMG

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

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

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

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

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

SWS Partners's SMG Position: Q2 2018 in Review

SWS Partners sold out of ScottsMiracle-Gro (SMG) in Q2 2018, closing a stake of 217 shares — an estimated $18K sold.

SWS Partners first reported a position in SMG in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 368 funds tracked by Wall St. Rank hold SMG as of Q2 2018.

SWS Partners reported no remaining ScottsMiracle-Gro position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 217 ScottsMiracle-Gro shares in Q2 2018, an estimated $18K.
SWS Partners first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 2 quarters.
SWS Partners's ScottsMiracle-Gro position peaked at $23K in Q4 2017.
368 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.