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McKinley Carter Wealth Services’s Cedar Fair FUN Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-2,182
Closed -$139K – 246
2018
Q1 		$139K Buy
+2,182
New +$144K 0.05% 188

Other funds holding FUN

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's FUN Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Cedar Fair (FUN) in Q2 2018, closing a stake of 2,182 shares — an estimated $139K sold.

McKinley Carter Wealth Services first reported a position in FUN in Q1 2018 and held it in 1 quarter. The position peaked at $139K in Q1 2018. 203 funds tracked by Wall St. Rank hold FUN as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Cedar Fair position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,182 Cedar Fair shares in Q2 2018, an estimated $139K.
  • McKinley Carter Wealth Services first reported a position in Cedar Fair in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Cedar Fair position peaked at $139K in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.