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Voya Financial Advisors’s Cedar Fair FUN Stock Holding History

Voya Financial 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
Q4 		– Sell
-3,422
Closed -$222K – 546
2017
Q3 		$222K Sell
3,422
-1,310
-28% -$87.8K 0.01% 472
2017
Q2 		$338K Buy
4,732
+46
+1% +$3.24K 0.02% 367
2017
Q1 		$317K Buy
+4,686
New +$308K 0.02% 375

Other funds holding FUN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
OMC
Overbrook Management Corp New York $529M AUM 31.5% 1-Year Est. Return

Voya Financial Advisors's FUN Position: Q4 2017 in Review

Voya Financial Advisors sold out of Cedar Fair (FUN) in Q4 2017, closing a stake of 3,422 shares — an estimated $222K sold.

Voya Financial Advisors first reported a position in FUN in Q1 2017 and held it in 3 quarters. The position peaked at $338K in Q2 2017. 211 funds tracked by Wall St. Rank hold FUN as of Q4 2017.

  • Voya Financial Advisors reported no remaining Cedar Fair position as of Q4 2017 after selling out during the quarter.
  • Voya Financial Advisors sold 3,422 Cedar Fair shares in Q4 2017, an estimated $222K.
  • Voya Financial Advisors first reported a position in Cedar Fair in Q1 2017 and held it in 3 quarters.
  • Voya Financial Advisors's Cedar Fair position peaked at $338K in Q2 2017.
  • 211 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2017.

Based on Voya Financial Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.