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JP Morgan Private Wealth Advisors’s Cadiz CDZI Stock Holding History

JP Morgan Private Wealth 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
2015
Q4 		– Sell
-15,320
Closed -$111K – 1164
2015
Q3 		$111K Buy
+15,320
New +$126K ﹤0.01% 987

Other funds holding CDZI

WAM
Water Asset Management New York $43.6M AUM 40.7% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CDZI Position: Q4 2015 in Review

JP Morgan Private Wealth Advisors sold out of Cadiz (CDZI) in Q4 2015, closing a stake of 15,320 shares — an estimated $111K sold.

JP Morgan Private Wealth Advisors first reported a position in CDZI in Q3 2015 and held it in 1 quarter. The position peaked at $111K in Q3 2015. 44 funds tracked by Wall St. Rank hold CDZI as of Q4 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Cadiz position as of Q4 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,320 Cadiz shares in Q4 2015, an estimated $111K.
  • JP Morgan Private Wealth Advisors first reported a position in Cadiz in Q3 2015 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Cadiz position peaked at $111K in Q3 2015.
  • 44 funds tracked by Wall St. Rank held Cadiz as of Q4 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.