Patten Group’s Malibu Boats MBUU Stock Holding History

Patten Group’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	-150	Closed	-$6K	–	702
2018 Q2	$6K	Buy	+150	New	+$5.98K	﹤0.01%	562

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

Patten Group's MBUU Position: Q3 2018 in Review

Patten Group sold out of Malibu Boats (MBUU) in Q3 2018, closing a stake of 150 shares — an estimated $6K sold.

Patten Group first reported a position in MBUU in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 155 funds tracked by Wall St. Rank hold MBUU as of Q3 2018.

Patten Group reported no remaining Malibu Boats position as of Q3 2018 after selling out during the quarter.
Patten Group sold 150 Malibu Boats shares in Q3 2018, an estimated $6K.
Patten Group first reported a position in Malibu Boats in Q2 2018 and held it in 1 quarter.
Patten Group's Malibu Boats position peaked at $6K in Q2 2018.
155 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.