Wealthcare Advisory Partners’s Cedar Fair FUN Stock Holding History

Wealthcare Advisory Partners’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	-100	Closed	-$2K	–	716
2020 Q1	$2K	Sell	100 -200	-67%	-$8.78K	﹤0.01%	1287
2019 Q4	$17K	Sell	300 -100	-25%	-$5.63K	﹤0.01%	805
2019 Q3	$23K	Sell	400 -50	-11%	-$2.64K	﹤0.01%	712
2019 Q2	$21K	Sell	450 -300	-40%	-$15.5K	﹤0.01%	712
2019 Q1	$39K	Sell	750 -200	-21%	-$10.7K	0.01%	514
2018 Q4	$45K	Hold	950	–	–	0.01%	447
2018 Q3	$49K	Hold	950	–	–	0.01%	475
2018 Q2	$60K	Sell	950 -20	-2%	-$1.3K	0.01%	430
2018 Q1	$62K	Sell	970 -20	-2%	-$1.32K	0.01%	362
2017 Q4	$64K	Hold	990	–	–	0.02%	333
2017 Q3	$63K	Buy	+990	New	+$66.4K	0.02%	278

Other funds holding FUN

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

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

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

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Wealthcare Advisory Partners's FUN Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Cedar Fair (FUN) in Q2 2020, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in FUN in Q3 2017 and held it in 11 quarters. The position peaked at $64K in Q4 2017. 170 funds tracked by Wall St. Rank hold FUN as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Cedar Fair position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 100 Cedar Fair shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in Cedar Fair in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Cedar Fair position peaked at $64K in Q4 2017.
170 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.