Summit Trail Advisors’s Cedar Fair FUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-36,529
Closed -$2.02M 543
2018
Q1
$2.02M Sell
36,529
-1,125
-3% -$62.3K 0.34% 58
2017
Q4
$2.52M Buy
+37,654
New +$2.52M 0.32% 58