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Lighthouse Financial Advisors’s Cedar Fair FUN Stock Holding History

Lighthouse Financial Advisors’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
-742
Closed -$41K – 135
2019
Q4 		$41K Buy
+742
New +$41.8K 0.02% 136

Other funds holding FUN

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
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
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lighthouse Financial Advisors's FUN Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 742 shares — an estimated $41K sold.

Lighthouse Financial Advisors first reported a position in FUN in Q4 2019 and held it in 1 quarter. The position peaked at $41K in Q4 2019. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 742 Cedar Fair shares in Q1 2020, an estimated $41K.
  • Lighthouse Financial Advisors first reported a position in Cedar Fair in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Cedar Fair position peaked at $41K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.