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MassMutual Private Wealth & Trust’s Malibu Boats MBUU Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-24
Closed -$1.01K – 1059
2018
Q2 		$1.01K Buy
+24
New +$957 ﹤0.01% 1003

Other funds holding MBUU

BlackRock
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Macquarie Group
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Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's MBUU Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of Malibu Boats (MBUU) in Q3 2018, closing a stake of 24 shares — an estimated $1.01K sold.

MassMutual Private Wealth & Trust first reported a position in MBUU in Q2 2018 and held it in 1 quarter. The position peaked at $1.01K in Q2 2018. 155 funds tracked by Wall St. Rank hold MBUU as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining Malibu Boats position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 24 Malibu Boats shares in Q3 2018, an estimated $1.01K.
  • MassMutual Private Wealth & Trust first reported a position in Malibu Boats in Q2 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Malibu Boats position peaked at $1.01K in Q2 2018.
  • 155 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.