Wealthspire Advisors (Maryland)’s Cedar Fair FUN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-5	Closed	–	–	1034
2019 Q1	$0	Hold	5	–	–	﹤0.01%	2514
2018 Q4	$0	Buy	+5	New	+$261	﹤0.01%	2480
2016 Q4	–	Sell	-1,350	Closed	-$77K	–	1779
2016 Q3	$77K	Hold	1,350	–	–	0.01%	649
2016 Q2	$78K	Hold	1,350	–	–	0.01%	602
2016 Q1	$80K	Buy	+1,350	New	+$74.5K	0.01%	581

Other funds holding FUN

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAM

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

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

MWA

Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FUN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cedar Fair (FUN) in Q2 2019, closing a stake of 5 shares.

Wealthspire Advisors (Maryland) first reported a position in FUN in Q1 2016 and held it in 5 quarters. The position peaked at $80K in Q1 2016. 201 funds tracked by Wall St. Rank hold FUN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Cedar Fair position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 5 Cedar Fair shares in Q2 2019.
Wealthspire Advisors (Maryland) first reported a position in Cedar Fair in Q1 2016 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Cedar Fair position peaked at $80K in Q1 2016.
201 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.