Kings Point Capital Management’s Cedar Fair FUN Stock Holding History

Kings Point Capital 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
2020 Q1	–	Sell	-486	Closed	-$27K	–	475
2019 Q4	$27K	Hold	486	–	–	﹤0.01%	382
2019 Q3	$28K	Buy	486 +161	+50%	+$8.49K	﹤0.01%	359
2019 Q2	$15K	Hold	325	–	–	﹤0.01%	379
2019 Q1	$17K	Sell	325 -200	-38%	-$10.7K	﹤0.01%	321
2018 Q4	$25K	Hold	525	–	–	0.01%	289
2018 Q3	$27K	Hold	525	–	–	0.01%	296
2018 Q2	$33K	Buy	+525	New	+$34.2K	0.01%	274

Other funds holding FUN

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kings Point Capital Management's FUN Position: Q1 2020 in Review

Kings Point Capital Management sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 486 shares — an estimated $27K sold.

Kings Point Capital Management first reported a position in FUN in Q2 2018 and held it in 7 quarters. The position peaked at $33K in Q2 2018. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

Kings Point Capital Management reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 486 Cedar Fair shares in Q1 2020, an estimated $27K.
Kings Point Capital Management first reported a position in Cedar Fair in Q2 2018 and held it in 7 quarters.
Kings Point Capital Management's Cedar Fair position peaked at $33K in Q2 2018.
173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.