Catalyst Capital Advisors’s Malibu Boats MBUU Stock Holding History

Catalyst Capital Advisors’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
2020 Q1	–	Sell	-9,900	Closed	-$405K	–	284
2019 Q4	$405K	Sell	9,900 -6,100	-38%	-$220K	0.01%	207
2019 Q3	$491K	Buy	16,000 +1,400	+10%	+$43.2K	0.02%	177
2019 Q2	$567K	Buy	14,600 +7,600	+109%	+$302K	0.02%	175
2019 Q1	$277K	Buy	7,000 +2,300	+49%	+$95.2K	0.01%	193
2018 Q4	$164K	Sell	4,700 -22,200	-83%	-$975K	0.01%	242
2018 Q3	$1.47M	Buy	26,900 +3,400	+14%	+$151K	0.05%	148
2018 Q2	$985K	Buy	+23,500	New	+$937K	0.03%	154

Other funds holding MBUU

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Catalyst Capital Advisors's MBUU Position: Q1 2020 in Review

Catalyst Capital Advisors sold out of Malibu Boats (MBUU) in Q1 2020, closing a stake of 9,900 shares — an estimated $405K sold.

Catalyst Capital Advisors first reported a position in MBUU in Q2 2018 and held it in 7 quarters. The position peaked at $1.47M in Q3 2018. 156 funds tracked by Wall St. Rank hold MBUU as of Q1 2020.

Catalyst Capital Advisors reported no remaining Malibu Boats position as of Q1 2020 after selling out during the quarter.
Catalyst Capital Advisors sold 9,900 Malibu Boats shares in Q1 2020, an estimated $405K.
Catalyst Capital Advisors first reported a position in Malibu Boats in Q2 2018 and held it in 7 quarters.
Catalyst Capital Advisors's Malibu Boats position peaked at $1.47M in Q3 2018.
156 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2020.

Based on Catalyst Capital Advisors's 13F filing for Q1 2020, filed 12 May 2020.