Ladenburg Thalmann Financial Services’s Malibu Boats MBUU Stock Holding History

Ladenburg Thalmann Financial 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 Q4	$8K	Sell	192 -10	-5%	-$361	﹤0.01%	4588
2019 Q3	$6K	Buy	202 +100	+98%	+$3.08K	﹤0.01%	4608
2019 Q2	$4K	Buy	102 +2	+2%	+$79	﹤0.01%	4791
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	4745
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	4779
2018 Q3	$5K	Buy	+100	New	+$4.44K	﹤0.01%	4600
2016 Q4	–	Sell	-1,400	Closed	-$21K	–	4900
2016 Q3	$21K	Hold	1,400	–	–	﹤0.01%	3378
2016 Q2	$17K	Hold	1,400	–	–	﹤0.01%	3445
2016 Q1	$23K	Buy	+1,400	New	+$20.4K	﹤0.01%	3164

Other funds holding MBUU

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

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

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

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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MBUU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Malibu Boats (MBUU) stake by 5% in Q4 2019, selling an estimated $361 and leaving 192 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Ladenburg Thalmann Financial Services first reported a position in MBUU in Q1 2016 and has held it in 9 quarters since. The position peaked at $23K in Q1 2016. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

Ladenburg Thalmann Financial Services held 192 shares of Malibu Boats worth $8K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 10 Malibu Boats shares in Q4 2019, an estimated $361.
Malibu Boats made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4588 holding.
Ladenburg Thalmann Financial Services first reported a position in Malibu Boats in Q1 2016 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's Malibu Boats position peaked at $23K in Q1 2016.
149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.