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Dynasty Wealth Management’s Cedar Fair FUN Stock Holding History

Dynasty Wealth Management’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
Q1 		– Sell
-4,600
Closed -$299K – 78
2017
Q4 		$299K Buy
+4,600
New +$301K 0.52% 60

Other funds holding FUN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dynasty Wealth Management's FUN Position: Q1 2018 in Review

Dynasty Wealth Management sold out of Cedar Fair (FUN) in Q1 2018, closing a stake of 4,600 shares — an estimated $299K sold.

Dynasty Wealth Management first reported a position in FUN in Q4 2017 and held it in 1 quarter. The position peaked at $299K in Q4 2017. 213 funds tracked by Wall St. Rank hold FUN as of Q1 2018.

  • Dynasty Wealth Management reported no remaining Cedar Fair position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,600 Cedar Fair shares in Q1 2018, an estimated $299K.
  • Dynasty Wealth Management first reported a position in Cedar Fair in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's Cedar Fair position peaked at $299K in Q4 2017.
  • 213 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.