Independent Franchise Partners’s ScottsMiracle-Gro SMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-1,869,163
Closed -$116M 21
2013
Q4
$116M Sell
1,869,163
-2,686,006
-59% -$167M 1.85% 17
2013
Q3
$251M Sell
4,555,169
-1,118,701
-20% -$61.6M 4.25% 15
2013
Q2
$274M Buy
+5,673,870
New +$274M 5.24% 8