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Assured Investment Management’s Malibu Boats MBUU Stock Holding History

Assured Investment Management’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,098
Closed -$123K – 509
2019
Q1 		$123K Sell
3,098
-10,454
-77% -$432K ﹤0.01% 872
2018
Q4 		$472K Buy
13,552
+6,300
+87% +$277K 0.01% 672
2018
Q3 		$397K Sell
7,252
-3,517
-33% -$156K 0.01% 832
2018
Q2 		$452K Buy
+10,769
New +$430K 0.01% 840

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Assured Investment Management's MBUU Position: Q2 2019 in Review

Assured Investment Management sold out of Malibu Boats (MBUU) in Q2 2019, closing a stake of 3,098 shares — an estimated $123K sold.

Assured Investment Management first reported a position in MBUU in Q2 2018 and held it in 4 quarters. The position peaked at $472K in Q4 2018. 166 funds tracked by Wall St. Rank hold MBUU as of Q2 2019.

  • Assured Investment Management reported no remaining Malibu Boats position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 3,098 Malibu Boats shares in Q2 2019, an estimated $123K.
  • Assured Investment Management first reported a position in Malibu Boats in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Malibu Boats position peaked at $472K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.