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Triangle Securities Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-1,237
Closed -$60K – 336
2013
Q2 		$60K Buy
+1,237
New +$57.5K 0.04% 231

Other funds holding SMG

PP
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $3.38T AUM 44.17% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Triangle Securities Wealth Management's SMG Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2013, closing a stake of 1,237 shares — an estimated $60K sold.

Triangle Securities Wealth Management first reported a position in SMG in Q2 2013 and held it in 1 quarter. The position peaked at $60K in Q2 2013. 200 funds tracked by Wall St. Rank hold SMG as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,237 ScottsMiracle-Gro shares in Q3 2013, an estimated $60K.
  • Triangle Securities Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's ScottsMiracle-Gro position peaked at $60K in Q2 2013.
  • 200 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.