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Legacy Financial Advisors’s Malibu Boats MBUU Stock Holding History

Legacy Financial Advisors’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
-156
Closed -$6K – 585
2019
Q1 		$6K Buy
+156
New +$6.45K ﹤0.01% 734

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Macquarie Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Financial Advisors's MBUU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Malibu Boats (MBUU) in Q2 2019, closing a stake of 156 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in MBUU in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 166 funds tracked by Wall St. Rank hold MBUU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Malibu Boats position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 156 Malibu Boats shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Malibu Boats in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Malibu Boats position peaked at $6K in Q1 2019.
  • 166 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.