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Haberer Registered Investment Advisor’s ScottsMiracle-Gro SMG Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		– Sell
-400
Closed -$25K – 435
2013
Q4 		$25K Hold
400
– – 0.01% 187
2013
Q3 		$22K Hold
400
– – 0.01% 209
2013
Q2 		$19K Buy
+400
New +$18.6K 0.01% 261

Other funds holding SMG

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $18.4B AUM 23.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Haberer Registered Investment Advisor's SMG Position: Q1 2014 in Review

Haberer Registered Investment Advisor sold out of ScottsMiracle-Gro (SMG) in Q1 2014, closing a stake of 400 shares — an estimated $25K sold.

Haberer Registered Investment Advisor first reported a position in SMG in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q4 2013. 246 funds tracked by Wall St. Rank hold SMG as of Q1 2014.

  • Haberer Registered Investment Advisor reported no remaining ScottsMiracle-Gro position as of Q1 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 400 ScottsMiracle-Gro shares in Q1 2014, an estimated $25K.
  • Haberer Registered Investment Advisor first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 3 quarters.
  • Haberer Registered Investment Advisor's ScottsMiracle-Gro position peaked at $25K in Q4 2013.
  • 246 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2014, filed 9 Apr 2014.