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Indiana Trust & Investment Management’s Cedar Fair FUN Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-100
Closed -$5K – 163
2013
Q4 		$5K Hold
100
– – ﹤0.01% 267
2013
Q3 		$4K Buy
+100
New +$4.31K ﹤0.01% 286

Other funds holding FUN

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return

Indiana Trust & Investment Management's FUN Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of Cedar Fair (FUN) in Q1 2014, closing a stake of 100 shares — an estimated $5K sold.

Indiana Trust & Investment Management first reported a position in FUN in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 142 funds tracked by Wall St. Rank hold FUN as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining Cedar Fair position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 100 Cedar Fair shares in Q1 2014, an estimated $5K.
  • Indiana Trust & Investment Management first reported a position in Cedar Fair in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Cedar Fair position peaked at $5K in Q4 2013.
  • 142 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.