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United Capital Financial Advisors’s Cadiz CDZI Stock Holding History

United Capital Financial 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
2020
Q3 		– Sell
-12,823
Closed -$130K – 1165
2020
Q2 		$130K Hold
12,823
– – ﹤0.01% 1131
2020
Q1 		$150K Hold
12,823
– – ﹤0.01% 1100
2019
Q4 		$141K Hold
12,823
– – ﹤0.01% 1317
2019
Q3 		$160K Hold
12,823
– – ﹤0.01% 1219
2019
Q2 		$144K Hold
12,823
– – ﹤0.01% 1393
2019
Q1 		$124K Hold
12,823
– – ﹤0.01% 1304
2018
Q4 		$132K Hold
12,823
– – ﹤0.01% 1230
2018
Q3 		$143K Hold
12,823
– – ﹤0.01% 1278
2018
Q2 		$168K Hold
12,823
– – ﹤0.01% 1242
2018
Q1 		$173K Hold
12,823
– – ﹤0.01% 1247
2017
Q4 		$183K Hold
12,823
– – ﹤0.01% 1249
2017
Q3 		$163K Sell
12,823
-458
-3% -$5.58K ﹤0.01% 1250
2017
Q2 		$179K Sell
13,281
-1,075
-7% -$15.9K ﹤0.01% 1221
2017
Q1 		$216K Sell
14,356
-1,027
-7% -$14.3K ﹤0.01% 1164
2016
Q4 		$192K Sell
15,383
-165
-1% -$1.48K ﹤0.01% 1192
2016
Q3 		$115K Buy
+15,548
New +$111K ﹤0.01% 1228
2016
Q2 		– Sell
-15,235
Closed -$80K – 1253
2016
Q1 		$80K Sell
15,235
-12,094
-44% -$62.4K ﹤0.01% 1186
2015
Q4 		$144K Sell
27,329
-20,700
-43% -$79.4K ﹤0.01% 1155
2015
Q3 		$349K Sell
48,029
-8,838
-16% -$72.8K ﹤0.01% 1012
2015
Q2 		$494K Buy
56,867
+485
+0.9% +$4.22K 0.01% 926
2015
Q1 		$494K Buy
56,382
+3,425
+6% +$35.4K 0.01% 896
2014
Q4 		$593K Buy
52,957
+22,905
+76% +$239K 0.01% 773
2014
Q3 		$312K Buy
30,052
+1,820
+6% +$18.7K 0.01% 923
2014
Q2 		$235K Buy
28,232
+7,326
+35% +$55.4K ﹤0.01% 765
2014
Q1 		$147K Buy
20,906
+6,656
+47% +$49.4K ﹤0.01% 895
2013
Q4 		$99K Buy
14,250
+1,843
+15% +$10.5K ﹤0.01% 630
2013
Q3 		$63K Buy
+12,407
New +$59.6K ﹤0.01% 673

Other funds holding CDZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $117M AUM 28.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

United Capital Financial Advisors's CDZI Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Cadiz (CDZI) in Q3 2020, closing a stake of 12,823 shares — an estimated $130K sold.

United Capital Financial Advisors first reported a position in CDZI in Q3 2013 and held it in 27 quarters. The position peaked at $593K in Q4 2014. 67 funds tracked by Wall St. Rank hold CDZI as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Cadiz position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,823 Cadiz shares in Q3 2020, an estimated $130K.
  • United Capital Financial Advisors first reported a position in Cadiz in Q3 2013 and held it in 27 quarters.
  • United Capital Financial Advisors's Cadiz position peaked at $593K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held Cadiz as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.