MANAGED PORTFOLIO SERIES's ticker is TPYP and the CUSIP is 56167N720. A total of 24 filers reported holding MANAGED PORTFOLIO SERIES in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $279,000 | +20.3% | 11,675 | 0.0% | 0.02% | +28.6% |
| Q4 2018 | $232,000 | -14.7% | 11,675 | 0.0% | 0.01% | +27.3% |
| Q3 2018 | $272,000 | 0.0% | 11,675 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $272,000 | +11.9% | 11,675 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $243,000 | +53.8% | 11,675 | +72.8% | 0.01% | +80.0% |
| Q4 2017 | $158,000 | – | 6,755 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ARVEST TRUST CO N A | 1,954,133 | $49,810,850 | 2.97% |
| Magnus Financial Group LLC | 770,554 | $18,996,539 | 2.70% |
| Triangle Securities Wealth Management | 261,267 | $6,441,047 | 2.22% |
| Keudell/Morrison Wealth Management | 298,774 | $7,365,706 | 2.12% |
| Quad-Cities Investment Group, LLC | 120,270 | $2,965,030 | 1.94% |
| Edmonds Duncan Registered Investment Advisors, LLC | 234,944 | $5,792,098 | 1.74% |
| ATWOOD & PALMER INC | 604,358 | $14,899,302 | 1.33% |
| FOSTER & MOTLEY INC | 694,482 | $17,121 | 1.33% |
| WealthCare Investment Partners, LLC | 74,436 | $1,830,380 | 1.10% |
| Smith & Howard Wealth Management, LLC | 119,297 | $2,941,035 | 1.04% |