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Mountain Capital Investment Advisors’s Cedar Fair FUN Stock Holding History

Mountain Capital Investment 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
2017
Q3 		– Sell
-49
Closed -$4K – 519
2017
Q2 		$4K Buy
+49
New +$3.45K ﹤0.01% 392

Other funds holding FUN

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Mountain Capital Investment Advisors's FUN Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Cedar Fair (FUN) in Q3 2017, closing a stake of 49 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in FUN in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 185 funds tracked by Wall St. Rank hold FUN as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Cedar Fair position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 49 Cedar Fair shares in Q3 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Cedar Fair in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Cedar Fair position peaked at $4K in Q2 2017.
  • 185 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.