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Virtus Fund Advisers’s Malibu Boats MBUU Stock Holding History

Virtus Fund Advisers’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 		– Sell
-610
Closed -$12K – 1585
2014
Q2 		$12K Buy
+610
New +$12.6K ﹤0.01% 2705

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

Virtus Fund Advisers's MBUU Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Malibu Boats (MBUU) in Q3 2014, closing a stake of 610 shares — an estimated $12K sold.

Virtus Fund Advisers first reported a position in MBUU in Q2 2014 and held it in 1 quarter. The position peaked at $12K in Q2 2014. 80 funds tracked by Wall St. Rank hold MBUU as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Malibu Boats position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 610 Malibu Boats shares in Q3 2014, an estimated $12K.
  • Virtus Fund Advisers first reported a position in Malibu Boats in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Malibu Boats position peaked at $12K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.