Berman Capital Advisors’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Berman Capital Advisors’s Portfolio MGP Stock Details MGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$95K	Sell	2,500 -5,431	-68%	-$213K	0.01%	458
2021 Q2	$290K	Hold	7,931	–	–	0.05%	183
2021 Q1	$258K	Hold	7,931	–	–	0.05%	164
2020 Q4	$248K	Buy	7,931 +136	+2%	+$4.05K	0.06%	138
2020 Q3	$218K	Buy	7,795 +142	+2%	+$3.95K	0.06%	142
2020 Q2	$208K	Buy	+7,653	New	+$197K	0.05%	143

Other funds holding MGP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's MGP Position: Q3 2021 in Review

Berman Capital Advisors reduced its MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) stake by 68% in Q3 2021, selling an estimated $213K and leaving 2,500 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #458.

Berman Capital Advisors first reported a position in MGP in Q2 2020 and has held it in 6 quarters since. The position peaked at $290K in Q2 2021. 283 funds tracked by Wall St. Rank hold MGP as of Q3 2021.

Berman Capital Advisors held 2,500 shares of MGM Growth Properties LLC Class A common shares representing limited liability company interests worth $95K as of Q3 2021.
Berman Capital Advisors sold 5,431 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q3 2021, an estimated $213K.
MGM Growth Properties LLC Class A common shares representing limited liability company interests made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #458 holding.
Berman Capital Advisors first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $290K in Q2 2021.
283 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.