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

Raiff 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 Q2	–	Sell	-100,000	Closed	-$2.7M	–	31
2017 Q1	$2.7M	Sell	100,000 -30,000	-23%	-$769K	6.45%	8
2016 Q4	$3.29M	Sell	130,000 -135,000	-51%	-$3.36M	8.06%	2
2016 Q3	$6.91M	Buy	265,000 +100,000	+61%	+$2.61M	9.07%	2
2016 Q2	$4.4M	Buy	+165,000	New	+$3.92M	12.67%	2

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

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

BWCA

Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return

Raiff Partners's MGP Position: Q2 2017 in Review

Raiff Partners sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q2 2017, closing a stake of 100,000 shares — an estimated $2.7M sold.

Raiff Partners first reported a position in MGP in Q2 2016 and held it in 4 quarters. The position peaked at $6.91M in Q3 2016. 137 funds tracked by Wall St. Rank hold MGP as of Q2 2017.

Raiff Partners reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q2 2017 after selling out during the quarter.
Raiff Partners sold 100,000 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q2 2017, an estimated $2.7M.
Raiff 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 4 quarters.
Raiff Partners's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $6.91M in Q3 2016.
137 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q2 2017.

Based on Raiff Partners's 13F filing for Q2 2017, filed 14 Aug 2017.