Stratos Wealth Partners’s Malibu Boats MBUU Stock Holding History

Stratos Wealth Partners’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	-13,168	Closed	-$552K	–	3020
2018 Q2	$552K	Buy	+13,168	New	+$525K	0.02%	541
2018 Q1	–	Sell	-2,761	Closed	-$82K	–	3175
2017 Q4	$82K	Buy	+2,761	New	+$84.2K	﹤0.01%	1281

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

Stratos Wealth Partners's MBUU Position: Q3 2018 in Review

Stratos Wealth Partners sold out of Malibu Boats (MBUU) in Q3 2018, closing a stake of 13,168 shares — an estimated $552K sold.

Stratos Wealth Partners first reported a position in MBUU in Q4 2017 and held it in 2 quarters. The position peaked at $552K in Q2 2018. 155 funds tracked by Wall St. Rank hold MBUU as of Q3 2018.

Stratos Wealth Partners reported no remaining Malibu Boats position as of Q3 2018 after selling out during the quarter.
Stratos Wealth Partners sold 13,168 Malibu Boats shares in Q3 2018, an estimated $552K.
Stratos Wealth Partners first reported a position in Malibu Boats in Q4 2017 and held it in 2 quarters.
Stratos Wealth Partners's Malibu Boats position peaked at $552K in Q2 2018.
155 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2018.

Based on Stratos Wealth Partners's 13F filing for Q3 2018, filed 2 Nov 2018.