Miller Value Partners’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

Miller Value Partners’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
2017 Q4	–	Sell	-37,500	Closed	-$1.13M	–	125
2017 Q3	$1.13M	Sell	37,500 -37,500	-50%	-$1.12M	0.05%	78
2017 Q2	$2.19M	Hold	75,000	–	–	0.09%	63
2017 Q1	$2.03M	Hold	75,000	–	–	0.09%	59
2016 Q4	$1.9M	Hold	75,000	–	–	0.08%	52
2016 Q3	$1.96M	Hold	75,000	–	–	0.08%	52
2016 Q2	$2M	Buy	+75,000	New	+$1.78M	0.09%	52

Other funds holding MGP

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

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

TCIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

CIMLRA

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Miller Value Partners's MGP Position: Q4 2017 in Review

Miller Value Partners sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q4 2017, closing a stake of 37,500 shares — an estimated $1.13M sold.

Miller Value Partners first reported a position in MGP in Q2 2016 and held it in 6 quarters. The position peaked at $2.19M in Q2 2017. 161 funds tracked by Wall St. Rank hold MGP as of Q4 2017.

Miller Value Partners reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q4 2017 after selling out during the quarter.
Miller Value Partners sold 37,500 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q4 2017, an estimated $1.13M.
Miller Value Partners 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 6 quarters.
Miller Value Partners's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $2.19M in Q2 2017.
161 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q4 2017.

Based on Miller Value Partners's 13F filing for Q4 2017, filed 14 Feb 2018.