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Mount Yale Investment Advisors’s Malibu Boats MBUU Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-2,004
Closed -$98K – 575
2018
Q3 		$98K Buy
2,004
+151
+8% +$6.71K 0.02% 451
2018
Q2 		$78K Sell
1,853
-2,055
-53% -$82K 0.01% 537
2018
Q1 		$130K Buy
+3,908
New +$127K 0.03% 379

Other funds holding MBUU

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
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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Mount Yale Investment Advisors's MBUU Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Malibu Boats (MBUU) in Q4 2018, closing a stake of 2,004 shares — an estimated $98K sold.

Mount Yale Investment Advisors first reported a position in MBUU in Q1 2018 and held it in 3 quarters. The position peaked at $130K in Q1 2018. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Malibu Boats position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,004 Malibu Boats shares in Q4 2018, an estimated $98K.
  • Mount Yale Investment Advisors first reported a position in Malibu Boats in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Malibu Boats position peaked at $130K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.