Advisor Group’s Cadence Bancorporation CADE Stock Holding History

Advisor Group’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$70K	Buy	3,838 +1,404	+58%	+$23.5K	﹤0.01%	3197
2019 Q3	$43K	Sell	2,434 -333	-12%	-$5.7K	﹤0.01%	3511
2019 Q2	$57K	Buy	2,767 +193	+7%	+$3.97K	﹤0.01%	3277
2019 Q1	$48K	Sell	2,574 -5,097	-66%	-$96.8K	﹤0.01%	3424
2018 Q4	$129K	Sell	7,671 -140	-2%	-$2.97K	﹤0.01%	2430
2018 Q3	$204K	Buy	7,811 +6,259	+403%	+$176K	﹤0.01%	2150
2018 Q2	$45K	Sell	1,552 -10,530	-87%	-$307K	﹤0.01%	3192
2018 Q1	$329K	Buy	12,082 +9,549	+377%	+$266K	﹤0.01%	1622
2017 Q4	$69K	Buy	+2,533	New	+$61K	﹤0.01%	2861

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's CADE Position: Q4 2019 in Review

Advisor Group increased its Cadence Bancorporation (CADE) stake by 58% in Q4 2019, buying an estimated $23.5K and bringing the position to 3,838 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Advisor Group first reported a position in CADE in Q4 2017 and has held it in 9 quarters since. The position peaked at $329K in Q1 2018. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

Advisor Group held 3,838 shares of Cadence Bancorporation worth $70K as of Q4 2019.
Advisor Group bought 1,404 Cadence Bancorporation shares in Q4 2019, an estimated $23.5K.
Cadence Bancorporation made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3197 holding.
Advisor Group first reported a position in Cadence Bancorporation in Q4 2017 and has held it in 9 quarters since.
Advisor Group's Cadence Bancorporation position peaked at $329K in Q1 2018.
232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.