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

Waratah 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
2017 Q4	–	Sell	-67,352	Closed	-$2.04M	–	164
2017 Q3	$2.04M	Buy	+67,352	New	+$2.02M	0.26%	66
2017 Q2	–	Sell	-88,655	Closed	-$2.4M	–	214
2017 Q1	$2.4M	Buy	88,655 +36,249	+69%	+$929K	0.32%	63
2016 Q4	$1.33M	Buy	+52,406	New	+$1.31M	0.2%	75

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

Waratah Capital Advisors's MGP Position: Q4 2017 in Review

Waratah Capital Advisors sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q4 2017, closing a stake of 67,352 shares — an estimated $2.04M sold.

Waratah Capital Advisors first reported a position in MGP in Q4 2016 and held it in 3 quarters. The position peaked at $2.4M in Q1 2017. 161 funds tracked by Wall St. Rank hold MGP as of Q4 2017.

Waratah Capital Advisors 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.
Waratah Capital Advisors sold 67,352 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q4 2017, an estimated $2.04M.
Waratah Capital Advisors first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q4 2016 and held it in 3 quarters.
Waratah Capital Advisors's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $2.4M in Q1 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 Waratah Capital Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.