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Financial Gravity Companies’s Malibu Boats MBUU Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+19
New +$835 ﹤0.01% 1142
2018
Q1 		$2K Buy
58
+21
+57% +$683 ﹤0.01% 970
2017
Q4 		$1K Buy
+37
New +$1.13K ﹤0.01% 1157

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Financial Gravity Companies's MBUU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Malibu Boats (MBUU) in Q4 2018: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1142 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MBUU as recently as Q1 2018.

Financial Gravity Companies first reported a position in MBUU in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

  • Financial Gravity Companies held 19 shares of Malibu Boats worth $1K as of Q4 2018.
  • Malibu Boats was a new Financial Gravity Companies position in Q4 2018.
  • Malibu Boats made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1142 holding.
  • Financial Gravity Companies first reported a position in Malibu Boats in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Malibu Boats position peaked at $2K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.