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Berman Capital Advisors’s MGP Ingredients MGPI Stock Holding History

Berman Capital Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7K Buy
111
+20
+22% +$1.28K ﹤0.01% 1323
2021
Q2 		$6K Hold
91
– – ﹤0.01% 1299
2021
Q1 		$5K Hold
91
– – ﹤0.01% 1276
2020
Q4 		$4K Hold
91
– – ﹤0.01% 1225
2020
Q3 		$3K Hold
91
– – ﹤0.01% 1206
2020
Q2 		$3K Hold
91
– – ﹤0.01% 1156
2020
Q1 		$2K Buy
+91
New +$3.11K ﹤0.01% 1152

Other funds holding MGPI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Berman Capital Advisors increased its MGP Ingredients (MGPI) stake by 22% in Q3 2021, buying an estimated $1.28K and bringing the position to 111 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Berman Capital Advisors first reported a position in MGPI in Q1 2020 and has held it in 7 quarters since. 175 funds tracked by Wall St. Rank hold MGPI as of Q3 2021.

  • Berman Capital Advisors held 111 shares of MGP Ingredients worth $7K as of Q3 2021.
  • Berman Capital Advisors bought 20 MGP Ingredients shares in Q3 2021, an estimated $1.28K.
  • MGP Ingredients made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1323 holding.
  • Berman Capital Advisors first reported a position in MGP Ingredients in Q1 2020 and has held it in 7 quarters since.
  • 175 funds tracked by Wall St. Rank held MGP Ingredients as of Q3 2021.

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