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Foresters Investment Management’s Malibu Boats MBUU Stock Holding History

Foresters Investment Management’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
Q3 		– Sell
-119,300
Closed -$3.09M – 610
2017
Q2 		$3.09M Buy
119,300
+95,200
+395% +$2.25M 0.05% 290
2017
Q1 		$541K Buy
+24,100
New +$488K 0.01% 336

Other funds holding MBUU

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Royal Bank of Canada
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Foresters Investment Management's MBUU Position: Q3 2017 in Review

Foresters Investment Management sold out of Malibu Boats (MBUU) in Q3 2017, closing a stake of 119,300 shares — an estimated $3.09M sold.

Foresters Investment Management first reported a position in MBUU in Q1 2017 and held it in 2 quarters. The position peaked at $3.09M in Q2 2017. 132 funds tracked by Wall St. Rank hold MBUU as of Q3 2017.

  • Foresters Investment Management reported no remaining Malibu Boats position as of Q3 2017 after selling out during the quarter.
  • Foresters Investment Management sold 119,300 Malibu Boats shares in Q3 2017, an estimated $3.09M.
  • Foresters Investment Management first reported a position in Malibu Boats in Q1 2017 and held it in 2 quarters.
  • Foresters Investment Management's Malibu Boats position peaked at $3.09M in Q2 2017.
  • 132 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2017.

Based on Foresters Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.