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Altman Advisors’s Cedar Fair FUN Stock Holding History

Altman Advisors’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-33,217
Closed -$3.46K – 76
2018
Q2 		$3.46K Buy
33,217
+29,417
+774% +$1.91M 3.17% 2
2018
Q1 		$243K Hold
3,800
– – 0.23% 63
2017
Q4 		$247K Buy
+3,800
New +$249K 0.21% 72

Other funds holding FUN

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Altman Advisors's FUN Position: Q3 2018 in Review

Altman Advisors sold out of Cedar Fair (FUN) in Q3 2018, closing a stake of 33,217 shares — an estimated $3.46K sold.

Altman Advisors first reported a position in FUN in Q4 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 178 funds tracked by Wall St. Rank hold FUN as of Q3 2018.

  • Altman Advisors reported no remaining Cedar Fair position as of Q3 2018 after selling out during the quarter.
  • Altman Advisors sold 33,217 Cedar Fair shares in Q3 2018, an estimated $3.46K.
  • Altman Advisors first reported a position in Cedar Fair in Q4 2017 and held it in 3 quarters.
  • Altman Advisors's Cedar Fair position peaked at $247K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2018.

Based on Altman Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.