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Gupta Wealth Management’s Cedar Fair FUN Stock Holding History

Gupta 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
2015
Q4 		– Sell
-3,000
Closed -$158K – 1289
2015
Q3 		$158K Hold
3,000
– – 0.04% 275
2015
Q2 		$163K Hold
3,000
– – 0.04% 282
2015
Q1 		$172K Buy
+3,000
New +$162K 0.05% 238

Other funds holding FUN

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $672B AUM 33.48% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Gupta Wealth Management's FUN Position: Q4 2015 in Review

Gupta Wealth Management sold out of Cedar Fair (FUN) in Q4 2015, closing a stake of 3,000 shares — an estimated $158K sold.

Gupta Wealth Management first reported a position in FUN in Q1 2015 and held it in 3 quarters. The position peaked at $172K in Q1 2015. 156 funds tracked by Wall St. Rank hold FUN as of Q4 2015.

  • Gupta Wealth Management reported no remaining Cedar Fair position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,000 Cedar Fair shares in Q4 2015, an estimated $158K.
  • Gupta Wealth Management first reported a position in Cedar Fair in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Cedar Fair position peaked at $172K in Q1 2015.
  • 156 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.