Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CC
Cedar Capital’s
Invesco S&P 500 Downside Hedged ETF
PHDG
Stock Holding History
Cedar Capital’s Portfolio
PHDG Stock Details
PHDG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-8,480
Closed
-$209K
–
79
2015
Q4
$209K
Buy
+8,480
New
+$210K
0.05%
71
Other funds holding PHDG
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
TA
TMD & Associates
Scottsdale, Arizona
$146M AUM
1.29%
1-Year Est. Return
BPB
Badgley, Phelps & Bell
Seattle, Washington
$2.69B AUM
41.96%
1-Year Est. Return
AIG
American International Group
New York
$609M AUM
23.67%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
AIA
Allegis Investment Advisors
Idaho Falls, Idaho
$326M AUM
10.36%
1-Year Est. Return
VKH
Virtu KCG Holdings
New York
$3.6B AUM
17.11%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close