CWA
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Clarus Wealth Advisors’s Cedar Fair FUN Stock Holding History

Clarus Wealth 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
Q4 		– Sell
-3,496
Closed -$182K – 686
2018
Q3 		$182K Buy
3,496
+31
+0.9% +$1.72K 0.12% 144
2018
Q2 		$221K Hold
3,465
– – 0.17% 96
2018
Q1 		$221K Buy
3,465
+183
+6% +$12.1K 0.2% 96
2017
Q4 		$213K Buy
+3,282
New +$215K 0.21% 98

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MWA
Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

Clarus Wealth Advisors's FUN Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Cedar Fair (FUN) in Q4 2018, closing a stake of 3,496 shares — an estimated $182K sold.

Clarus Wealth Advisors first reported a position in FUN in Q4 2017 and held it in 4 quarters. The position peaked at $221K in Q2 2018. 212 funds tracked by Wall St. Rank hold FUN as of Q4 2018.

  • Clarus Wealth Advisors reported no remaining Cedar Fair position as of Q4 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,496 Cedar Fair shares in Q4 2018, an estimated $182K.
  • Clarus Wealth Advisors first reported a position in Cedar Fair in Q4 2017 and held it in 4 quarters.
  • Clarus Wealth Advisors's Cedar Fair position peaked at $221K in Q2 2018.
  • 212 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.