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Westover Capital Advisors’s Malibu Boats MBUU Stock Holding History

Westover Capital Advisors’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
2019
Q3 		– Sell
-5,247
Closed -$204K – 140
2019
Q2 		$204K Buy
+5,247
New +$208K 0.1% 132

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Macquarie Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
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Westover Capital Advisors's MBUU Position: Q3 2019 in Review

Westover Capital Advisors sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 5,247 shares — an estimated $204K sold.

Westover Capital Advisors first reported a position in MBUU in Q2 2019 and held it in 1 quarter. The position peaked at $204K in Q2 2019. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

  • Westover Capital Advisors reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
  • Westover Capital Advisors sold 5,247 Malibu Boats shares in Q3 2019, an estimated $204K.
  • Westover Capital Advisors first reported a position in Malibu Boats in Q2 2019 and held it in 1 quarter.
  • Westover Capital Advisors's Malibu Boats position peaked at $204K in Q2 2019.
  • 145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Westover Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.