Cambiar Investors’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Cambiar Investors’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
2018 Q4	–	Sell	-168,778	Closed	-$4.98M	–	190
2018 Q3	$4.98M	Sell	168,778 -1,903	-1%	-$57.2K	0.09%	99
2018 Q2	$5.2M	Buy	170,681 +1,136	+0.7%	+$32.8K	0.09%	92
2018 Q1	$4.5M	Buy	169,545 +34,403	+25%	+$937K	0.07%	108
2017 Q4	$3.94M	Buy	135,142 +312	+0.2%	+$9.15K	0.06%	128
2017 Q3	$4.07M	Sell	134,830 -3,035	-2%	-$91K	0.06%	123
2017 Q2	$4.02M	Buy	137,865 +5,301	+4%	+$150K	0.06%	115
2017 Q1	$3.59M	Buy	132,564 +1,506	+1%	+$38.6K	0.06%	123
2016 Q4	$3.32M	Sell	131,058 -9,962	-7%	-$248K	0.06%	130
2016 Q3	$3.68M	Sell	141,020 -209,370	-60%	-$5.47M	0.05%	123
2016 Q2	$9.35M	Buy	+350,390	New	+$8.32M	0.13%	103

Other funds holding MGP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Cambiar Investors's MGP Position: Q4 2018 in Review

Cambiar Investors sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q4 2018, closing a stake of 168,778 shares — an estimated $4.98M sold.

Cambiar Investors first reported a position in MGP in Q2 2016 and held it in 10 quarters. The position peaked at $9.35M in Q2 2016. 163 funds tracked by Wall St. Rank hold MGP as of Q4 2018.

Cambiar Investors reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q4 2018 after selling out during the quarter.
Cambiar Investors sold 168,778 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q4 2018, an estimated $4.98M.
Cambiar Investors first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q2 2016 and held it in 10 quarters.
Cambiar Investors's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $9.35M in Q2 2016.
163 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q4 2018.

Based on Cambiar Investors's 13F filing for Q4 2018, filed 24 Jan 2019.