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UBS’s Malibu Boats MBUU Stock Holding History

UBS’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
2014
Q3 		$22K Sell
1,201
-2,660
-69% -$52.5K ﹤0.01% 7886
2014
Q2 		$78K Buy
3,861
+3,542
+1,110% +$73K ﹤0.01% 6257
2014
Q1 		$7K Buy
+319
New +$6.37K ﹤0.01% 9246

Other funds holding MBUU

GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ZDA
Zweig-DiMenna Associates New York $722M AUM 97.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

UBS's MBUU Position: Q3 2014 in Review

UBS reduced its Malibu Boats (MBUU) stake by 69% in Q3 2014, selling an estimated $52.5K and leaving 1,201 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #7886.

UBS first reported a position in MBUU in Q1 2014 and has held it in 3 quarters since. The position peaked at $78K in Q2 2014. 80 funds tracked by Wall St. Rank hold MBUU as of Q3 2014.

  • UBS held 1,201 shares of Malibu Boats worth $22K as of Q3 2014.
  • UBS sold 2,660 Malibu Boats shares in Q3 2014, an estimated $52.5K.
  • Malibu Boats made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7886 holding.
  • UBS first reported a position in Malibu Boats in Q1 2014 and has held it in 3 quarters since.
  • UBS's Malibu Boats position peaked at $78K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.