WAM
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Weatherly Asset Management’s Cedar Fair FUN Stock Holding History

Weatherly Asset Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,200
Closed -$285K – 185
2017
Q1 		$285K Sell
4,200
-300
-7% -$20.4K 0.08% 152
2016
Q4 		$289K Buy
+4,500
New +$289K 0.09% 145