Invictus RG’s Malibu Boats MBUU Stock Holding History

Invictus RG’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 Q4	–	Sell	-7,347	Closed	-$402K	–	83
2018 Q3	$402K	Buy	+7,347	New	+$326K	0.31%	80

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Invictus RG's MBUU Position: Q4 2018 in Review

Invictus RG sold out of Malibu Boats (MBUU) in Q4 2018, closing a stake of 7,347 shares — an estimated $402K sold.

Invictus RG first reported a position in MBUU in Q3 2018 and held it in 1 quarter. The position peaked at $402K in Q3 2018. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

Invictus RG reported no remaining Malibu Boats position as of Q4 2018 after selling out during the quarter.
Invictus RG sold 7,347 Malibu Boats shares in Q4 2018, an estimated $402K.
Invictus RG first reported a position in Malibu Boats in Q3 2018 and held it in 1 quarter.
Invictus RG's Malibu Boats position peaked at $402K in Q3 2018.
154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Invictus RG's 13F filing for Q4 2018, filed 13 Feb 2019.