Ativo Capital Management’s Malibu Boats MBUU Stock Holding History

Ativo Capital 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
2018 Q4	–	Sell	-34,024	Closed	-$1.86M	–	154
2018 Q3	$1.86M	Buy	34,024 +14	+0%	+$622	0.5%	51
2018 Q2	$1.43M	Sell	34,010 -14,004	-29%	-$559K	0.4%	72
2018 Q1	$1.59M	Hold	48,014	–	–	0.45%	58
2017 Q4	$1.43M	Buy	48,014 +6,004	+14%	+$183K	0.38%	91
2017 Q3	$1.33M	Buy	+42,010	New	+$1.16M	0.36%	104

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ativo Capital Management's MBUU Position: Q4 2018 in Review

Ativo Capital Management sold out of Malibu Boats (MBUU) in Q4 2018, closing a stake of 34,024 shares — an estimated $1.86M sold.

Ativo Capital Management first reported a position in MBUU in Q3 2017 and held it in 5 quarters. The position peaked at $1.86M in Q3 2018. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

Ativo Capital Management reported no remaining Malibu Boats position as of Q4 2018 after selling out during the quarter.
Ativo Capital Management sold 34,024 Malibu Boats shares in Q4 2018, an estimated $1.86M.
Ativo Capital Management first reported a position in Malibu Boats in Q3 2017 and held it in 5 quarters.
Ativo Capital Management's Malibu Boats position peaked at $1.86M in Q3 2018.
154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Ativo Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.