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TrustCore Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

TrustCore Financial Services’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
2020
Q3 		– Sell
-20
Closed -$3K – 916
2020
Q2 		$3K Buy
+20
New +$2.58K ﹤0.01% 777
2020
Q1 		– Sell
-134
Closed -$14K – 955
2019
Q4 		$14K Hold
134
– – ﹤0.01% 576
2019
Q3 		$14K Hold
134
– – ﹤0.01% 585
2019
Q2 		$13K Hold
134
– – ﹤0.01% 584
2019
Q1 		$11K Buy
+134
New +$10.1K ﹤0.01% 546

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TrustCore Financial Services's SMG Position: Q3 2020 in Review

TrustCore Financial Services sold out of ScottsMiracle-Gro (SMG) in Q3 2020, closing a stake of 20 shares — an estimated $3K sold.

TrustCore Financial Services first reported a position in SMG in Q1 2019 and held it in 5 quarters. The position peaked at $14K in Q4 2019. 472 funds tracked by Wall St. Rank hold SMG as of Q3 2020.

  • TrustCore Financial Services reported no remaining ScottsMiracle-Gro position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 20 ScottsMiracle-Gro shares in Q3 2020, an estimated $3K.
  • TrustCore Financial Services first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 5 quarters.
  • TrustCore Financial Services's ScottsMiracle-Gro position peaked at $14K in Q4 2019.
  • 472 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.