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MUFG Americas’s Malibu Boats MBUU Stock Holding History

MUFG Americas’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
2017
Q2 		– Sell
-192
Closed -$4K – 1178
2017
Q1 		$4K Sell
192
-86
-31% -$1.74K ﹤0.01% 956
2016
Q4 		$5K Buy
+278
New +$4.68K ﹤0.01% 926
2016
Q1 		– Sell
-980
Closed -$16K – 1207
2015
Q4 		$16K Hold
980
– – ﹤0.01% 747
2015
Q3 		$14K Buy
980
+100
+11% +$1.8K ﹤0.01% 803
2015
Q2 		$18K Hold
880
– – ﹤0.01% 772
2015
Q1 		$21K Buy
880
+180
+26% +$3.74K ﹤0.01% 802
2014
Q4 		$13K Buy
+700
New +$12.7K ﹤0.01% 901

Other funds holding MBUU

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MUFG Americas's MBUU Position: Q2 2017 in Review

MUFG Americas sold out of Malibu Boats (MBUU) in Q2 2017, closing a stake of 192 shares — an estimated $4K sold.

MUFG Americas first reported a position in MBUU in Q4 2014 and held it in 7 quarters. The position peaked at $21K in Q1 2015. 122 funds tracked by Wall St. Rank hold MBUU as of Q2 2017.

  • MUFG Americas reported no remaining Malibu Boats position as of Q2 2017 after selling out during the quarter.
  • MUFG Americas sold 192 Malibu Boats shares in Q2 2017, an estimated $4K.
  • MUFG Americas first reported a position in Malibu Boats in Q4 2014 and held it in 7 quarters.
  • MUFG Americas's Malibu Boats position peaked at $21K in Q1 2015.
  • 122 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2017.

Based on MUFG Americas's 13F filing for Q2 2017, filed 7 Aug 2017.