WEC
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Winslow Evans & Crocker’s Cedar Fair FUN Stock Holding History

Winslow Evans & Crocker’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
Q4 		– Sell
-126
Closed -$7.16K – 1273
2016
Q3 		$7.16K Hold
126
– – ﹤0.01% 983
2016
Q2 		$7.23K Sell
126
-5,787
-98% -$338K ﹤0.01% 957
2016
Q1 		$352K Buy
5,913
+1,845
+45% +$102K 0.11% 181
2015
Q4 		$227K Sell
4,068
-204
-5% -$11.3K 0.07% 275
2015
Q3 		$225K Buy
+4,272
New +$232K 0.07% 255

Other funds holding FUN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winslow Evans & Crocker's FUN Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of Cedar Fair (FUN) in Q4 2016, closing a stake of 126 shares — an estimated $7.16K sold.

Winslow Evans & Crocker first reported a position in FUN in Q3 2015 and held it in 5 quarters. The position peaked at $352K in Q1 2016. 189 funds tracked by Wall St. Rank hold FUN as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining Cedar Fair position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 126 Cedar Fair shares in Q4 2016, an estimated $7.16K.
  • Winslow Evans & Crocker first reported a position in Cedar Fair in Q3 2015 and held it in 5 quarters.
  • Winslow Evans & Crocker's Cedar Fair position peaked at $352K in Q1 2016.
  • 189 funds tracked by Wall St. Rank held Cedar Fair as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.