TFS Capital’s Malibu Boats MBUU Stock Holding History

TFS Capital’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
2017 Q2	–	Sell	-33,944	Closed	-$762K	–	702
2017 Q1	$762K	Buy	+33,944	New	+$687K	0.25%	137
2016 Q2	–	Sell	-35,118	Closed	-$576K	–	1093
2016 Q1	$576K	Buy	+35,118	New	+$513K	0.08%	409
2015 Q4	–	Sell	-20,328	Closed	-$284K	–	836
2015 Q3	$284K	Sell	20,328 -76,447	-79%	-$1.38M	0.03%	671
2015 Q2	$1.94M	Buy	+96,775	New	+$2.09M	0.19%	146
2014 Q4	–	Sell	-15,944	Closed	-$295K	–	1083
2014 Q3	$295K	Buy	+15,944	New	+$315K	0.03%	751

Other funds holding MBUU

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

TFS Capital's MBUU Position: Q2 2017 in Review

TFS Capital sold out of Malibu Boats (MBUU) in Q2 2017, closing a stake of 33,944 shares — an estimated $762K sold.

TFS Capital first reported a position in MBUU in Q3 2014 and held it in 5 quarters. The position peaked at $1.94M in Q2 2015. 122 funds tracked by Wall St. Rank hold MBUU as of Q2 2017.

TFS Capital reported no remaining Malibu Boats position as of Q2 2017 after selling out during the quarter.
TFS Capital sold 33,944 Malibu Boats shares in Q2 2017, an estimated $762K.
TFS Capital first reported a position in Malibu Boats in Q3 2014 and held it in 5 quarters.
TFS Capital's Malibu Boats position peaked at $1.94M in Q2 2015.
122 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2017.

Based on TFS Capital's 13F filing for Q2 2017, filed 11 Aug 2017.