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Winch Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History

Winch Advisory 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
Q1 		– Sell
-31
Closed -$3K – 375
2019
Q4 		$3K Hold
31
– – ﹤0.01% 305
2019
Q3 		$3K Hold
31
– – ﹤0.01% 281
2019
Q2 		$3K Buy
+31
New +$2.76K ﹤0.01% 325

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
EARNEST Partners
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winch Advisory Services's SMG Position: Q1 2020 in Review

Winch Advisory Services sold out of ScottsMiracle-Gro (SMG) in Q1 2020, closing a stake of 31 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in SMG in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 411 funds tracked by Wall St. Rank hold SMG as of Q1 2020.

  • Winch Advisory Services reported no remaining ScottsMiracle-Gro position as of Q1 2020 after selling out during the quarter.
  • Winch Advisory Services sold 31 ScottsMiracle-Gro shares in Q1 2020, an estimated $3K.
  • Winch Advisory Services first reported a position in ScottsMiracle-Gro in Q2 2019 and held it in 3 quarters.
  • Winch Advisory Services's ScottsMiracle-Gro position peaked at $3K in Q4 2019.
  • 411 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.