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Rockefeller Financial Services’s ScottsMiracle-Gro SMG Stock Holding History

Rockefeller Financial Services’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
2015
Q2 		– Sell
-304
Closed -$20K – 503
2015
Q1 		$20K Buy
+304
New +$19.8K ﹤0.01% 460

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Bank of New York Mellon
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EARNEST Partners
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WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rockefeller Financial Services's SMG Position: Q2 2015 in Review

Rockefeller Financial Services sold out of ScottsMiracle-Gro (SMG) in Q2 2015, closing a stake of 304 shares — an estimated $20K sold.

Rockefeller Financial Services first reported a position in SMG in Q1 2015 and held it in 1 quarter. The position peaked at $20K in Q1 2015. 257 funds tracked by Wall St. Rank hold SMG as of Q2 2015.

  • Rockefeller Financial Services reported no remaining ScottsMiracle-Gro position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 304 ScottsMiracle-Gro shares in Q2 2015, an estimated $20K.
  • Rockefeller Financial Services first reported a position in ScottsMiracle-Gro in Q1 2015 and held it in 1 quarter.
  • Rockefeller Financial Services's ScottsMiracle-Gro position peaked at $20K in Q1 2015.
  • 257 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.