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First Trust Advisors’s
Cadiz
CDZI
Stock Holding History
First Trust Advisors’s Portfolio
CDZI Stock Details
CDZI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
–
Sell
-269,231
Closed
-$4.05M
–
2379
2017
Q1
$4.05M
Sell
269,231
-9,973
-4%
-$139K
0.01%
1129
2016
Q4
$3.49M
Buy
+279,204
New
+$2.51M
0.01%
1149
2015
Q4
–
Sell
-463,724
Closed
-$3.37M
–
2247
2015
Q3
$3.37M
Sell
463,724
-278,442
-38%
-$2.29M
0.01%
1129
2015
Q2
$6.45M
Buy
742,166
+190,927
+35%
+$1.66M
0.02%
962
2015
Q1
$5.65M
Buy
551,239
+13,668
+3%
+$141K
0.02%
1000
2014
Q4
$6.02M
Buy
+537,571
New
+$5.6M
0.02%
954
Other funds holding CDZI
WAM
Water Asset Management
New York
$43.6M AUM
40.7%
1-Year Est. Return
OAMG
Odey Asset Management Group
London, United Kingdom
$381M AUM
45.36%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
AACA
American Assets Capital Advisers
San Diego, California
$94.7M AUM
5.49%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
EP
Elkhorn Partners
Omaha, Nebraska
$157M AUM
11.91%
1-Year Est. Return
MP
MSD Partners
New York
$82.3M AUM
15.13%
1-Year Est. Return
KBC Group
Brussels, Belgium
$39.9B AUM
29.7%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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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
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