OneDigital Investment Advisors’s Malibu Boats MBUU Stock Holding History

OneDigital 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 Q3	–	Sell	-1,385	Closed	-$58K	–	1120
2018 Q2	$58K	Hold	1,385	–	–	0.01%	457
2018 Q1	$46K	Hold	1,385	–	–	0.01%	547
2017 Q4	$41K	Hold	1,385	–	–	﹤0.01%	569
2017 Q3	$44K	Hold	1,385	–	–	0.02%	414
2017 Q2	$36K	Buy	+1,385	New	+$32.7K	0.01%	563

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

OneDigital Investment Advisors's MBUU Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Malibu Boats (MBUU) in Q3 2018, closing a stake of 1,385 shares — an estimated $58K sold.

OneDigital Investment Advisors first reported a position in MBUU in Q2 2017 and held it in 5 quarters. The position peaked at $58K in Q2 2018. 155 funds tracked by Wall St. Rank hold MBUU as of Q3 2018.

OneDigital Investment Advisors reported no remaining Malibu Boats position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 1,385 Malibu Boats shares in Q3 2018, an estimated $58K.
OneDigital Investment Advisors first reported a position in Malibu Boats in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's Malibu Boats position peaked at $58K in Q2 2018.
155 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.