WealthPLAN Partners’s Cedar Fair FUN Stock Holding History

WealthPLAN 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
2016 Q3	–	Sell	-208	Closed	-$6.04K	–	1006
2016 Q2	$6.04K	Buy	+208	New	+$12.2K	﹤0.01%	1915

Other funds holding FUN

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PIM

Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAMU

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

WealthPLAN Partners's FUN Position: Q3 2016 in Review

WealthPLAN Partners sold out of Cedar Fair (FUN) in Q3 2016, closing a stake of 208 shares — an estimated $6.04K sold.

WealthPLAN Partners first reported a position in FUN in Q2 2016 and held it in 1 quarter. The position peaked at $6.04K in Q2 2016. 182 funds tracked by Wall St. Rank hold FUN as of Q3 2016.

WealthPLAN Partners reported no remaining Cedar Fair position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 208 Cedar Fair shares in Q3 2016, an estimated $6.04K.
WealthPLAN Partners first reported a position in Cedar Fair in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Cedar Fair position peaked at $6.04K in Q2 2016.
182 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.