Wealthspire Advisors (Maryland)’s ScottsMiracle-Gro SMG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-156	Closed	-$12K	–	1763
2019 Q1	$12K	Sell	156 -1	-0.6%	-$75	﹤0.01%	1468
2018 Q4	$10K	Buy	157 +5	+3%	+$356	﹤0.01%	1477
2018 Q3	$12K	Sell	152 -45	-23%	-$3.54K	﹤0.01%	1463
2018 Q2	$16K	Buy	197 +49	+33%	+$4.1K	﹤0.01%	1401
2018 Q1	$13K	Sell	148 -26	-15%	-$2.48K	﹤0.01%	1470
2017 Q4	$19K	Buy	174 +7	+4%	+$699	﹤0.01%	1350
2017 Q3	$16K	Buy	167 +29	+21%	+$2.75K	﹤0.01%	1387
2017 Q2	$12K	Hold	138	–	–	﹤0.01%	1475
2017 Q1	$13K	Hold	138	–	–	﹤0.01%	1245
2016 Q4	$13K	Hold	138	–	–	﹤0.01%	1142
2016 Q3	$11K	Hold	138	–	–	﹤0.01%	1235
2016 Q2	$10K	Hold	138	–	–	﹤0.01%	1202
2016 Q1	$10K	Hold	138	–	–	﹤0.01%	1191
2015 Q4	$9K	Buy	+138	New	+$9.15K	﹤0.01%	1223

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SMG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ScottsMiracle-Gro (SMG) in Q2 2019, closing a stake of 156 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in SMG in Q4 2015 and held it in 14 quarters. The position peaked at $19K in Q4 2017. 382 funds tracked by Wall St. Rank hold SMG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining ScottsMiracle-Gro position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 156 ScottsMiracle-Gro shares in Q2 2019, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in ScottsMiracle-Gro in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s ScottsMiracle-Gro position peaked at $19K in Q4 2017.
382 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.