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Freedom Investment Management’s Malibu Boats MBUU Stock Holding History

Freedom 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
2018
Q2 		– Sell
-9,799
Closed -$325K – 1050
2018
Q1 		$325K Buy
+9,799
New +$319K 0.02% 854

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Lazard Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
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Wellington Management Group
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JP Morgan Chase
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RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Freedom Investment Management's MBUU Position: Q2 2018 in Review

Freedom Investment Management sold out of Malibu Boats (MBUU) in Q2 2018, closing a stake of 9,799 shares — an estimated $325K sold.

Freedom Investment Management first reported a position in MBUU in Q1 2018 and held it in 1 quarter. The position peaked at $325K in Q1 2018. 158 funds tracked by Wall St. Rank hold MBUU as of Q2 2018.

  • Freedom Investment Management reported no remaining Malibu Boats position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 9,799 Malibu Boats shares in Q2 2018, an estimated $325K.
  • Freedom Investment Management first reported a position in Malibu Boats in Q1 2018 and held it in 1 quarter.
  • Freedom Investment Management's Malibu Boats position peaked at $325K in Q1 2018.
  • 158 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.