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Formula Growth’s Malibu Boats MBUU Stock Holding History

Formula Growth’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
Q2 		– Sell
-37,500
Closed -$615K – 159
2016
Q1 		$615K Sell
37,500
-8,500
-18% -$124K 0.15% 142
2015
Q4 		$753K Buy
+46,000
New +$693K 0.18% 133

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Formula Growth's MBUU Position: Q2 2016 in Review

Formula Growth sold out of Malibu Boats (MBUU) in Q2 2016, closing a stake of 37,500 shares — an estimated $615K sold.

Formula Growth first reported a position in MBUU in Q4 2015 and held it in 2 quarters. The position peaked at $753K in Q4 2015. 84 funds tracked by Wall St. Rank hold MBUU as of Q2 2016.

  • Formula Growth reported no remaining Malibu Boats position as of Q2 2016 after selling out during the quarter.
  • Formula Growth sold 37,500 Malibu Boats shares in Q2 2016, an estimated $615K.
  • Formula Growth first reported a position in Malibu Boats in Q4 2015 and held it in 2 quarters.
  • Formula Growth's Malibu Boats position peaked at $753K in Q4 2015.
  • 84 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2016.

Based on Formula Growth's 13F filing for Q2 2016, filed 15 Aug 2016.