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
FM
Forward Management’s
Cadiz
CDZI
Stock Holding History
Forward Management’s Portfolio
CDZI Stock Details
CDZI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
–
Sell
-49,000
Closed
-$288K
–
208
2016
Q2
$288K
Sell
49,000
-9,596
-16%
-$55.4K
0.02%
182
2016
Q1
$306K
Hold
58,596
–
–
0.03%
208
2015
Q4
$308K
Hold
58,596
–
–
0.03%
220
2015
Q3
$425K
Buy
+58,596
New
+$483K
0.03%
212
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
AACA
American Assets Capital Advisers
San Diego, California
$94.7M AUM
5.49%
1-Year Est. Return
EP
Elkhorn Partners
Omaha, Nebraska
$157M AUM
11.91%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
KBC Group
Brussels, Belgium
$39.9B AUM
29.7%
1-Year Est. Return
ISL
Ingalls & Snyder LLC
New York
$2.82B AUM
21.61%
1-Year Est. Return
WIM
Waverton Investment Management
London, United Kingdom
$7.77B AUM
25.07%
1-Year Est. Return
EA
Emerald Acquisition
Seattle, Washington
$51.8B AUM
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