MANAGED PORTFOLIO SERIES's ticker is EBLU and the CUSIP is 56167N753. A total of 7 filers reported holding MANAGED PORTFOLIO SERIES in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,016 | +514.7% | 1,052 | +565.8% | 0.00% | – |
| Q2 2023 | $6,510 | -77.1% | 158 | -78.0% | 0.00% | – |
| Q1 2023 | $28,463 | -67.3% | 719 | -69.6% | 0.00% | – |
| Q4 2022 | $87,119 | +235.1% | 2,368 | +202.0% | 0.00% | – |
| Q3 2022 | $26,000 | +2500.0% | 784 | +2700.0% | 0.00% | – |
| Q2 2022 | $1,000 | -97.1% | 28 | -96.5% | 0.00% | – |
| Q1 2022 | $34,000 | +47.8% | 798 | +78.9% | 0.00% | – |
| Q4 2021 | $23,000 | +1050.0% | 446 | +937.2% | 0.00% | – |
| Q3 2021 | $2,000 | +100.0% | 43 | +13.2% | 0.00% | – |
| Q2 2020 | $1,000 | -80.0% | 38 | -77.6% | 0.00% | – |
| Q2 2019 | $5,000 | -64.3% | 170 | -69.6% | 0.00% | – |
| Q4 2018 | $14,000 | +75.0% | 560 | +91.8% | 0.00% | – |
| Q3 2018 | $8,000 | -71.4% | 292 | -71.1% | 0.00% | – |
| Q2 2018 | $28,000 | – | 1,011 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colorado Capital Management, Inc. | 26,884 | $1,022 | 0.77% |
| Mission Creek Capital Partners, Inc. | 13,254 | $504,143 | 0.17% |
| Walkner Condon Financial Advisors LLC | 10,552 | $401,382 | 0.11% |
| WCG Wealth Advisors LLC | 35,020 | $1,416 | 0.10% |
| HAZLETT, BURT & WATSON, INC. | 1,124 | $43 | 0.03% |
| WFA of San Diego, LLC | 686 | $26,095 | 0.03% |
| Key FInancial Inc | 1,572 | $59,797 | 0.02% |
| BOSTON FINANCIAL MANGEMENT LLC | 9,918 | $377,266 | 0.01% |
| Equitable Holdings, Inc. | 21,324 | $810,952 | 0.01% |
| Orion Portfolio Solutions, LLC | 23,116 | $879,295 | 0.01% |