TW
SMG icon

Transform Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Transform Wealth’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
Q1 		– Sell
-1,950
Closed -$209K – 253
2017
Q4 		$209K Buy
+1,950
New +$195K 0.04% 237
2017
Q1 		– Sell
-4,350
Closed -$416K – 229
2016
Q4 		$416K Buy
4,350
+450
+12% +$40.4K 0.17% 160
2016
Q3 		$325K Sell
3,900
-450
-10% -$35.5K 0.14% 167
2016
Q2 		$304K Buy
+4,350
New +$302K 0.13% 171

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Transform Wealth's SMG Position: Q1 2018 in Review

Transform Wealth sold out of ScottsMiracle-Gro (SMG) in Q1 2018, closing a stake of 1,950 shares — an estimated $209K sold.

Transform Wealth first reported a position in SMG in Q2 2016 and held it in 4 quarters. The position peaked at $416K in Q4 2016. 360 funds tracked by Wall St. Rank hold SMG as of Q1 2018.

  • Transform Wealth reported no remaining ScottsMiracle-Gro position as of Q1 2018 after selling out during the quarter.
  • Transform Wealth sold 1,950 ScottsMiracle-Gro shares in Q1 2018, an estimated $209K.
  • Transform Wealth first reported a position in ScottsMiracle-Gro in Q2 2016 and held it in 4 quarters.
  • Transform Wealth's ScottsMiracle-Gro position peaked at $416K in Q4 2016.
  • 360 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.