Simply Money Advisors’s Cedar Fair FUN Stock Holding History

Simply Money 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
2013 Q4	–	Sell	-450	Closed	-$20K	–	106
2013 Q3	$20K	Hold	450	–	–	﹤0.01%	43
2013 Q2	$19K	Buy	+450	New	+$18.6K	﹤0.01%	114

Other funds holding FUN

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Simply Money Advisors's FUN Position: Q4 2013 in Review

Simply Money Advisors sold out of Cedar Fair (FUN) in Q4 2013, closing a stake of 450 shares — an estimated $20K sold.

Simply Money Advisors first reported a position in FUN in Q2 2013 and held it in 2 quarters. The position peaked at $20K in Q3 2013. 138 funds tracked by Wall St. Rank hold FUN as of Q4 2013.

Simply Money Advisors reported no remaining Cedar Fair position as of Q4 2013 after selling out during the quarter.
Simply Money Advisors sold 450 Cedar Fair shares in Q4 2013, an estimated $20K.
Simply Money Advisors first reported a position in Cedar Fair in Q2 2013 and held it in 2 quarters.
Simply Money Advisors's Cedar Fair position peaked at $20K in Q3 2013.
138 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.