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Cornerstone Financial Partners’s Malibu Boats MBUU Stock Holding History

Cornerstone Financial 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
2016
Q1 		– Sell
-77,257
Closed -$1.27M – 164
2015
Q4 		$1.27M Buy
+77,257
New +$1.16M 0.47% 62

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Macquarie Group
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Wells Fargo
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cornerstone Financial Partners's MBUU Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of Malibu Boats (MBUU) in Q1 2016, closing a stake of 77,257 shares — an estimated $1.27M sold.

Cornerstone Financial Partners first reported a position in MBUU in Q4 2015 and held it in 1 quarter. The position peaked at $1.27M in Q4 2015. 92 funds tracked by Wall St. Rank hold MBUU as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining Malibu Boats position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 77,257 Malibu Boats shares in Q1 2016, an estimated $1.27M.
  • Cornerstone Financial Partners first reported a position in Malibu Boats in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's Malibu Boats position peaked at $1.27M in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.