Lucus Advisors’s Malibu Boats MBUU Stock Holding History

Lucus 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
2015 Q2	–	Sell	-25,354	Closed	-$592K	–	367
2015 Q1	$592K	Sell	25,354 -94	-0.4%	-$1.95K	0.3%	14
2014 Q4	$490K	Buy	+25,448	New	+$460K	0.22%	71

Other funds holding MBUU

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return

Lucus Advisors's MBUU Position: Q2 2015 in Review

Lucus Advisors sold out of Malibu Boats (MBUU) in Q2 2015, closing a stake of 25,354 shares — an estimated $592K sold.

Lucus Advisors first reported a position in MBUU in Q4 2014 and held it in 2 quarters. The position peaked at $592K in Q1 2015. 106 funds tracked by Wall St. Rank hold MBUU as of Q2 2015.

Lucus Advisors reported no remaining Malibu Boats position as of Q2 2015 after selling out during the quarter.
Lucus Advisors sold 25,354 Malibu Boats shares in Q2 2015, an estimated $592K.
Lucus Advisors first reported a position in Malibu Boats in Q4 2014 and held it in 2 quarters.
Lucus Advisors's Malibu Boats position peaked at $592K in Q1 2015.
106 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2015.

Based on Lucus Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.