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
HighTower Advisors’s
Cadiz
CDZI
Stock Holding History
HighTower Advisors’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
2020
Q1
–
Sell
-13,018
Closed
-$143K
–
2245
2019
Q4
$143K
Hold
13,018
–
–
﹤0.01%
2036
2019
Q3
$163K
Hold
13,018
–
–
﹤0.01%
2104
2019
Q2
$146K
Sell
13,018
-60
-0.5%
-$612
﹤0.01%
2114
2019
Q1
$127K
Hold
13,078
–
–
﹤0.01%
2037
2018
Q4
$135K
Hold
13,078
–
–
﹤0.01%
1920
2018
Q3
$146K
Sell
13,078
-940
-7%
-$11.4K
﹤0.01%
2004
2018
Q2
$184K
Hold
14,018
–
–
﹤0.01%
1921
2018
Q1
$190K
Sell
14,018
-2,000
-12%
-$28.1K
﹤0.01%
1887
2017
Q4
$228K
Hold
16,018
–
–
﹤0.01%
1845
2017
Q3
$204K
Sell
16,018
-3,000
-16%
-$36.5K
﹤0.01%
1897
2017
Q2
$257K
Hold
19,018
–
–
﹤0.01%
1719
2017
Q1
$286K
Sell
19,018
-5,200
-21%
-$72.6K
﹤0.01%
1578
2016
Q4
$304K
Buy
24,218
+3,000
+14%
+$26.9K
﹤0.01%
1463
2016
Q3
$156K
Hold
21,218
–
–
﹤0.01%
1686
2016
Q2
$125K
Buy
21,218
+3,000
+16%
+$17.3K
﹤0.01%
1583
2016
Q1
$95K
Buy
+18,218
New
+$94K
﹤0.01%
1912
Other funds holding CDZI
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
OAMG
Odey Asset Management Group
London, United Kingdom
$381M AUM
45.36%
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
EP
Elkhorn Partners
Omaha, Nebraska
$157M AUM
11.91%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
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