Cerity Partners
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Cerity Partners’s Malibu Boats MBUU Stock Holding History

Cerity Partners’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
Q4 		– Sell
-6,347
Closed -$201K – 578
2017
Q3 		$201K Buy
+6,347
New +$175K 0.01% 544
2017
Q2 		– Sell
-15,104
Closed -$339K – 407
2017
Q1 		$339K Buy
+15,104
New +$306K 0.03% 310

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Macquarie Group
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ACH
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American Century Companies
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Cerity Partners's MBUU Position: Q4 2017 in Review

Cerity Partners sold out of Malibu Boats (MBUU) in Q4 2017, closing a stake of 6,347 shares — an estimated $201K sold.

Cerity Partners first reported a position in MBUU in Q1 2017 and held it in 2 quarters. The position peaked at $339K in Q1 2017. 139 funds tracked by Wall St. Rank hold MBUU as of Q4 2017.

  • Cerity Partners reported no remaining Malibu Boats position as of Q4 2017 after selling out during the quarter.
  • Cerity Partners sold 6,347 Malibu Boats shares in Q4 2017, an estimated $201K.
  • Cerity Partners first reported a position in Malibu Boats in Q1 2017 and held it in 2 quarters.
  • Cerity Partners's Malibu Boats position peaked at $339K in Q1 2017.
  • 139 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2017.

Based on Cerity Partners's 13F filing for Q4 2017, filed 14 Feb 2018.