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Forward Management’s ScottsMiracle-Gro SMG Stock Holding History

Forward 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
2014
Q4 		– Sell
-100
Closed -$6K – 423
2014
Q3 		$6K Buy
+100
New +$5.62K ﹤0.01% 385

Other funds holding SMG

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forward Management's SMG Position: Q4 2014 in Review

Forward Management sold out of ScottsMiracle-Gro (SMG) in Q4 2014, closing a stake of 100 shares — an estimated $6K sold.

Forward Management first reported a position in SMG in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 241 funds tracked by Wall St. Rank hold SMG as of Q4 2014.

  • Forward Management reported no remaining ScottsMiracle-Gro position as of Q4 2014 after selling out during the quarter.
  • Forward Management sold 100 ScottsMiracle-Gro shares in Q4 2014, an estimated $6K.
  • Forward Management first reported a position in ScottsMiracle-Gro in Q3 2014 and held it in 1 quarter.
  • Forward Management's ScottsMiracle-Gro position peaked at $6K in Q3 2014.
  • 241 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2014.

Based on Forward Management's 13F filing for Q4 2014, filed 10 Feb 2015.