Mackenzie Financial
SMG icon

Mackenzie Financial’s ScottsMiracle-Gro SMG Stock Holding History

Mackenzie Financial’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
2016
Q4 		– Sell
-4,848
Closed -$404K – 722
2016
Q3 		$404K Sell
4,848
-1,842
-28% -$145K ﹤0.01% 521
2016
Q2 		$468K Buy
6,690
+66
+1% +$4.59K ﹤0.01% 768
2016
Q1 		$482K Buy
6,624
+1,776
+37% +$121K ﹤0.01% 659
2015
Q4 		$313K Buy
+4,848
New +$321K ﹤0.01% 745

Other funds holding SMG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Mackenzie Financial's SMG Position: Q4 2016 in Review

Mackenzie Financial sold out of ScottsMiracle-Gro (SMG) in Q4 2016, closing a stake of 4,848 shares — an estimated $404K sold.

Mackenzie Financial first reported a position in SMG in Q4 2015 and held it in 4 quarters. The position peaked at $482K in Q1 2016. 332 funds tracked by Wall St. Rank hold SMG as of Q4 2016.

  • Mackenzie Financial reported no remaining ScottsMiracle-Gro position as of Q4 2016 after selling out during the quarter.
  • Mackenzie Financial sold 4,848 ScottsMiracle-Gro shares in Q4 2016, an estimated $404K.
  • Mackenzie Financial first reported a position in ScottsMiracle-Gro in Q4 2015 and held it in 4 quarters.
  • Mackenzie Financial's ScottsMiracle-Gro position peaked at $482K in Q1 2016.
  • 332 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2016.

Based on Mackenzie Financial's 13F filing for Q4 2016, filed 14 Feb 2017.