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Systematic Financial Management’s Malibu Boats MBUU Stock Holding History

Systematic Financial Management’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
Q1 		– Sell
-14,490
Closed -$431K – 660
2017
Q4 		$431K Sell
14,490
-5,660
-28% -$173K 0.01% 590
2017
Q3 		$638K Buy
+20,150
New +$557K 0.01% 571

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Systematic Financial Management's MBUU Position: Q1 2018 in Review

Systematic Financial Management sold out of Malibu Boats (MBUU) in Q1 2018, closing a stake of 14,490 shares — an estimated $431K sold.

Systematic Financial Management first reported a position in MBUU in Q3 2017 and held it in 2 quarters. The position peaked at $638K in Q3 2017. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2018.

  • Systematic Financial Management reported no remaining Malibu Boats position as of Q1 2018 after selling out during the quarter.
  • Systematic Financial Management sold 14,490 Malibu Boats shares in Q1 2018, an estimated $431K.
  • Systematic Financial Management first reported a position in Malibu Boats in Q3 2017 and held it in 2 quarters.
  • Systematic Financial Management's Malibu Boats position peaked at $638K in Q3 2017.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2018.

Based on Systematic Financial Management's 13F filing for Q1 2018, filed 9 May 2018.