Independent Portfolio Consultants’s ScottsMiracle-Gro SMG Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-4,045	Closed	-$378K	–	835
2017 Q1	$378K	Sell	4,045 -1,285	-24%	-$119K	0.13%	242
2016 Q4	$509K	Buy	5,330 +2,175	+69%	+$195K	0.17%	213
2016 Q3	$263K	Sell	3,155 -170	-5%	-$13.4K	0.08%	281
2016 Q2	$232K	Buy	3,325 +945	+40%	+$65.7K	0.07%	304
2016 Q1	$173K	Buy	+2,380	New	+$162K	0.05%	368

Other funds holding SMG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Independent Portfolio Consultants's SMG Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of ScottsMiracle-Gro (SMG) in Q2 2017, closing a stake of 4,045 shares — an estimated $378K sold.

Independent Portfolio Consultants first reported a position in SMG in Q1 2016 and held it in 5 quarters. The position peaked at $509K in Q4 2016. 325 funds tracked by Wall St. Rank hold SMG as of Q2 2017.

Independent Portfolio Consultants reported no remaining ScottsMiracle-Gro position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 4,045 ScottsMiracle-Gro shares in Q2 2017, an estimated $378K.
Independent Portfolio Consultants first reported a position in ScottsMiracle-Gro in Q1 2016 and held it in 5 quarters.
Independent Portfolio Consultants's ScottsMiracle-Gro position peaked at $509K in Q4 2016.
325 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.