BlackRock Institutional Trust’s Malibu Boats MBUU Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$6.63M	Buy	347,507 +61,200	+21%	+$1.03M	﹤0.01%	2620
2016 Q3	$4.27M	Buy	286,307 +6,436	+2%	+$88K	﹤0.01%	2761
2016 Q2	$3.38M	Sell	279,871 -7,982	-3%	-$116K	﹤0.01%	2843
2016 Q1	$4.72M	Buy	287,853 +1,477	+0.5%	+$21.6K	﹤0.01%	2695
2015 Q4	$4.69M	Buy	286,376 +26,015	+10%	+$392K	﹤0.01%	2768
2015 Q3	$3.64M	Buy	260,361 +71,376	+38%	+$1.28M	﹤0.01%	2857
2015 Q2	$3.8M	Buy	188,985 +118,447	+168%	+$2.56M	﹤0.01%	2864
2015 Q1	$1.65M	Buy	70,538 +2,461	+4%	+$51.1K	﹤0.01%	3200
2014 Q4	$1.31M	Sell	68,077 -2,805	-4%	-$50.7K	﹤0.01%	3271
2014 Q3	$1.31M	Buy	70,882 +4,573	+7%	+$90.3K	﹤0.01%	3231
2014 Q2	$1.33M	Sell	66,309 -6,030	-8%	-$124K	﹤0.01%	3345
2014 Q1	$1.61M	Buy	+72,339	New	+$1.44M	﹤0.01%	3259

Other funds holding MBUU

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BlackRock Institutional Trust's MBUU Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Malibu Boats (MBUU) stake by 21% in Q4 2016, buying an estimated $1.03M and bringing the position to 347,507 shares worth $6.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

BlackRock Institutional Trust first reported a position in MBUU in Q1 2014 and has held it in 12 quarters since. 99 funds tracked by Wall St. Rank hold MBUU as of Q4 2016.

BlackRock Institutional Trust held 347,507 shares of Malibu Boats worth $6.63M as of Q4 2016.
BlackRock Institutional Trust bought 61,200 Malibu Boats shares in Q4 2016, an estimated $1.03M.
Malibu Boats made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2620 holding.
BlackRock Institutional Trust first reported a position in Malibu Boats in Q1 2014 and has held it in 12 quarters since.
99 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.