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Uniplan Investment Counsel’s
cbdMD
YCBD
Stock Holding History
Uniplan Investment Counsel’s Portfolio
YCBD Stock Details
YCBD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-2,062
Closed
-$1.54M
–
138
2021
Q3
$1.54M
Sell
2,062
-9
-0.4%
-$7.53K
0.09%
131
2021
Q2
$2.16M
Buy
2,071
+11
+0.5%
+$13.2K
0.13%
129
2021
Q1
$3.07M
Buy
2,060
+6
+0.3%
+$8.72K
0.2%
89
2020
Q4
$2.18M
Sell
2,054
-90
-4%
-$81.8K
0.15%
106
2020
Q3
$1.54M
Buy
+2,144
New
+$2.05M
0.11%
110
Other funds holding YCBD
MC
Merlin Capital
Newport, Rhode Island
$33.5M AUM
36.34%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
AI
AdvisorShares Investments
Bethesda, Maryland
$549M AUM
32.58%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Group One Trading
Chicago, Illinois
$3.03B AUM
104.56%
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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