DCLA
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Douglas C. Lane & Associates’s Cedar Fair FUN Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		– Sell
-4,052
Closed -$213K – 227
2015
Q3 		$213K Buy
+4,052
New +$220K 0.01% 221

Other funds holding FUN

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MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Douglas C. Lane & Associates's FUN Position: Q4 2015 in Review

Douglas C. Lane & Associates sold out of Cedar Fair (FUN) in Q4 2015, closing a stake of 4,052 shares — an estimated $213K sold.

Douglas C. Lane & Associates first reported a position in FUN in Q3 2015 and held it in 1 quarter. The position peaked at $213K in Q3 2015. 156 funds tracked by Wall St. Rank hold FUN as of Q4 2015.

  • Douglas C. Lane & Associates reported no remaining Cedar Fair position as of Q4 2015 after selling out during the quarter.
  • Douglas C. Lane & Associates sold 4,052 Cedar Fair shares in Q4 2015, an estimated $213K.
  • Douglas C. Lane & Associates first reported a position in Cedar Fair in Q3 2015 and held it in 1 quarter.
  • Douglas C. Lane & Associates's Cedar Fair position peaked at $213K in Q3 2015.
  • 156 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.