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

Independent Franchise Partners’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
-1,869,163
Closed -$116M – 21
2013
Q4 		$116M Sell
1,869,163
-2,686,006
-59% -$157M 1.85% 17
2013
Q3 		$251M Sell
4,555,169
-1,118,701
-20% -$58.8M 4.25% 15
2013
Q2 		$274M Buy
+5,673,870
New +$264M 5.24% 8

Other funds holding SMG

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $30.5B AUM 29.95% 1-Year Est. Return

Independent Franchise Partners's SMG Position: Q1 2014 in Review

Independent Franchise Partners sold out of ScottsMiracle-Gro (SMG) in Q1 2014, closing a stake of 1,869,163 shares — an estimated $116M sold.

Independent Franchise Partners first reported a position in SMG in Q2 2013 and held it in 3 quarters. The position peaked at $274M in Q2 2013. 246 funds tracked by Wall St. Rank hold SMG as of Q1 2014.

  • Independent Franchise Partners reported no remaining ScottsMiracle-Gro position as of Q1 2014 after selling out during the quarter.
  • Independent Franchise Partners sold 1,869,163 ScottsMiracle-Gro shares in Q1 2014, an estimated $116M.
  • Independent Franchise Partners first reported a position in ScottsMiracle-Gro in Q2 2013 and held it in 3 quarters.
  • Independent Franchise Partners's ScottsMiracle-Gro position peaked at $274M in Q2 2013.
  • 246 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2014.

Based on Independent Franchise Partners's 13F filing for Q1 2014, filed 28 Apr 2014.