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Glassman Wealth Services’s Malibu Boats MBUU Stock Holding History

Glassman Wealth Services’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
2019
Q3 		– Sell
-9
Closed – – 1239
2019
Q2 		$0 Hold
9
– – ﹤0.01% 1242
2019
Q1 		$0 Hold
9
– – ﹤0.01% 1137
2018
Q4 		$0 Hold
9
– – ﹤0.01% 887
2018
Q3 		$0 Hold
9
– – ﹤0.01% 891
2018
Q2 		$0 Hold
9
– – ﹤0.01% 887
2018
Q1 		$0 Buy
+9
New +$293 ﹤0.01% 841

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Glassman Wealth Services's MBUU Position: Q3 2019 in Review

Glassman Wealth Services sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 9 shares.

Glassman Wealth Services first reported a position in MBUU in Q1 2018 and held it in 6 quarters. The position peaked at $0 in Q2 2019. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

  • Glassman Wealth Services reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 9 Malibu Boats shares in Q3 2019.
  • Glassman Wealth Services first reported a position in Malibu Boats in Q1 2018 and held it in 6 quarters.
  • Glassman Wealth Services's Malibu Boats position peaked at $0 in Q2 2019.
  • 145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Glassman Wealth Services's 13F filing for Q3 2019, filed 1 Nov 2019.