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Bellwether Investment Group’s Malibu Boats MBUU Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-200
Closed -$4K – 380
2017
Q1 		$4K Sell
200
-200
-50% -$4.05K 0.01% 655
2016
Q4 		$8K Buy
+400
New +$6.74K 0.01% 697

Other funds holding MBUU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Investment Group's MBUU Position: Q2 2017 in Review

Bellwether Investment Group sold out of Malibu Boats (MBUU) in Q2 2017, closing a stake of 200 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in MBUU in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 122 funds tracked by Wall St. Rank hold MBUU as of Q2 2017.

  • Bellwether Investment Group reported no remaining Malibu Boats position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 200 Malibu Boats shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Malibu Boats in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Malibu Boats position peaked at $8K in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.