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Kennedy Capital Management’s Malibu Boats MBUU Stock Holding History

Kennedy Capital 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
2017
Q2 		– Sell
-62,335
Closed -$1.4M – 731
2017
Q1 		$1.4M Sell
62,335
-2,070
-3% -$41.9K 0.02% 637
2016
Q4 		$1.23M Buy
64,405
+34,894
+118% +$588K 0.02% 650
2016
Q3 		$440K Buy
+29,511
New +$403K 0.01% 684

Other funds holding MBUU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kennedy Capital Management's MBUU Position: Q2 2017 in Review

Kennedy Capital Management sold out of Malibu Boats (MBUU) in Q2 2017, closing a stake of 62,335 shares — an estimated $1.4M sold.

Kennedy Capital Management first reported a position in MBUU in Q3 2016 and held it in 3 quarters. The position peaked at $1.4M in Q1 2017. 122 funds tracked by Wall St. Rank hold MBUU as of Q2 2017.

  • Kennedy Capital Management reported no remaining Malibu Boats position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 62,335 Malibu Boats shares in Q2 2017, an estimated $1.4M.
  • Kennedy Capital Management first reported a position in Malibu Boats in Q3 2016 and held it in 3 quarters.
  • Kennedy Capital Management's Malibu Boats position peaked at $1.4M in Q1 2017.
  • 122 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.