Advisor Group’s Cadence Bank 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 Q2	–	Sell	-6,659	Closed	-$188K	–	5230
2019 Q1	$188K	Sell	6,659 -156	-2%	-$4.63K	﹤0.01%	2331
2018 Q4	$178K	Sell	6,815 -632	-8%	-$18.4K	﹤0.01%	2173
2018 Q3	$243K	Sell	7,447 -223	-3%	-$7.58K	﹤0.01%	2024
2018 Q2	$253K	Buy	7,670 +140	+2%	+$4.68K	﹤0.01%	1799
2018 Q1	$239K	Buy	+7,530	New	+$248K	﹤0.01%	1840
2016 Q3	–	Sell	-18	Closed	–	–	4476
2016 Q2	$0	Buy	+18	New	+$406	﹤0.01%	4399

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's CADE Position: Q2 2019 in Review

Advisor Group sold out of Cadence Bank (CADE) in Q2 2019, closing a stake of 6,659 shares — an estimated $188K sold.

Advisor Group first reported a position in CADE in Q2 2016 and held it in 6 quarters. The position peaked at $253K in Q2 2018. 187 funds tracked by Wall St. Rank hold CADE as of Q2 2019.

Advisor Group reported no remaining Cadence Bank position as of Q2 2019 after selling out during the quarter.
Advisor Group sold 6,659 Cadence Bank shares in Q2 2019, an estimated $188K.
Advisor Group first reported a position in Cadence Bank in Q2 2016 and held it in 6 quarters.
Advisor Group's Cadence Bank position peaked at $253K in Q2 2018.
187 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.