MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 15 filers reported holding MANAGED PORTFOLIO SERIES in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $238,000 | +36.0% | 10,125 | +35.0% | 0.00% | 0.0% |
| Q3 2019 | $175,000 | +21.5% | 7,500 | +25.0% | 0.00% | 0.0% |
| Q2 2019 | $144,000 | +0.7% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $143,000 | +43.0% | 6,000 | +20.0% | 0.00% | 0.0% |
| Q4 2018 | $100,000 | +25.0% | 5,000 | +47.1% | 0.00% | 0.0% |
| Q3 2017 | $80,000 | +1.3% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $79,000 | -3.7% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $82,000 | – | 3,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 2,873,740 | $49,773,000 | 10.44% |
| Arvest Bank Trust Division | 1,615,042 | $27,973,000 | 1.74% |
| HOWARD FINANCIAL SERVICES, LTD. | 159,763 | $2,767,000 | 1.46% |
| Triangle Securities Wealth Management | 186,871 | $3,237,000 | 1.28% |
| Smith & Howard Wealth Management, LLC | 130,561 | $2,261,000 | 1.20% |
| Edmonds Duncan Registered Investment Advisors, LLC | 187,613 | $3,574,000 | 1.19% |
| FOSTER & MOTLEY INC | 670,141 | $11,607,000 | 1.12% |
| Quad-Cities Investment Group, LLC | 68,684 | $1,190,000 | 0.98% |
| ATWOOD & PALMER INC | 515,718 | $8,932,000 | 0.96% |
| Magnus Financial Group LLC | 515,805 | $8,934,000 | 0.89% |