Pathstone Family Office’s Malibu Boats MBUU Stock Holding History

Pathstone Family Office’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
2019 Q2	–	Sell	-67	Closed	-$3K	–	789
2019 Q1	$3K	Buy	+67	New	+$2.77K	﹤0.01%	694

Other funds holding MBUU

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

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

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

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

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

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

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

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pathstone Family Office's MBUU Position: Q2 2019 in Review

Pathstone Family Office sold out of Malibu Boats (MBUU) in Q2 2019, closing a stake of 67 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in MBUU in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 166 funds tracked by Wall St. Rank hold MBUU as of Q2 2019.

Pathstone Family Office reported no remaining Malibu Boats position as of Q2 2019 after selling out during the quarter.
Pathstone Family Office sold 67 Malibu Boats shares in Q2 2019, an estimated $3K.
Pathstone Family Office first reported a position in Malibu Boats in Q1 2019 and held it in 1 quarter.
Pathstone Family Office's Malibu Boats position peaked at $3K in Q1 2019.
166 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2019.

Based on Pathstone Family Office's 13F filing for Q2 2019, filed 14 Aug 2019.