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Golden State Wealth Management’s Malibu Boats MBUU Stock Holding History

Golden State Wealth 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
2019
Q2 		– Sell
-300
Closed -$12K – 1125
2019
Q1 		$12K Buy
+300
New +$12.4K ﹤0.01% 740

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Vanguard Group
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Lazard Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NPIC
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Golden State Wealth Management's MBUU Position: Q2 2019 in Review

Golden State Wealth Management sold out of Malibu Boats (MBUU) in Q2 2019, closing a stake of 300 shares — an estimated $12K sold.

Golden State Wealth Management first reported a position in MBUU in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 166 funds tracked by Wall St. Rank hold MBUU as of Q2 2019.

  • Golden State Wealth Management reported no remaining Malibu Boats position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 300 Malibu Boats shares in Q2 2019, an estimated $12K.
  • Golden State Wealth Management first reported a position in Malibu Boats in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's Malibu Boats position peaked at $12K in Q1 2019.
  • 166 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.