SFS
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Sowell Financial Services’s Cedar Fair FUN Stock Holding History

Sowell Financial 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
2020
Q2 		– Sell
-16
Closed – – 2528
2020
Q1 		$0 Buy
16
+1
+7% +$44 ﹤0.01% 2512
2019
Q4 		$1K Hold
15
– – ﹤0.01% 2340
2019
Q3 		$1K Buy
+15
New +$791 ﹤0.01% 2236

Other funds holding FUN

Morgan Stanley
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.94B AUM 66.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Sowell Financial Services's FUN Position: Q2 2020 in Review

Sowell Financial Services sold out of Cedar Fair (FUN) in Q2 2020, closing a stake of 16 shares.

Sowell Financial Services first reported a position in FUN in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 170 funds tracked by Wall St. Rank hold FUN as of Q2 2020.

  • Sowell Financial Services reported no remaining Cedar Fair position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 16 Cedar Fair shares in Q2 2020.
  • Sowell Financial Services first reported a position in Cedar Fair in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Cedar Fair position peaked at $1K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.