Clarus Wealth Advisors’s Malibu Boats MBUU Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-100	Closed	-$4K	–	396
2019 Q2	$4K	Buy	+100	New	+$3.97K	﹤0.01%	518

Other funds holding MBUU

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

NPIC

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

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

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

Clarus Wealth Advisors's MBUU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in MBUU in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

Clarus Wealth Advisors reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 100 Malibu Boats shares in Q3 2019, an estimated $4K.
Clarus Wealth Advisors first reported a position in Malibu Boats in Q2 2019 and held it in 1 quarter.
Clarus Wealth Advisors's Malibu Boats position peaked at $4K in Q2 2019.
145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.