Advisor Partners’s Cadence Bancorporation CADE Stock Holding History

Advisor Partners’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
2021 Q4	–	Sell	-34,050	Closed	-$748K	–	891
2021 Q3	$748K	Sell	34,050 -1,047	-3%	-$21.4K	0.05%	367
2021 Q2	$733K	Sell	35,097 -6	-0%	-$131	0.05%	381
2021 Q1	$728K	Buy	35,103 +977	+3%	+$19.9K	0.05%	371
2020 Q4	$560K	Sell	34,126 -466	-1%	-$6.17K	0.04%	424
2020 Q3	$297K	Sell	34,592 -3,472	-9%	-$30K	0.03%	528
2020 Q2	$337K	Buy	+38,064	New	+$272K	0.03%	481

Other funds holding CADE

GFI

Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return

ELCO Management New York $232M AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Advisor Partners's CADE Position: Q4 2021 in Review

Advisor Partners sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 34,050 shares — an estimated $748K sold.

Advisor Partners first reported a position in CADE in Q2 2020 and held it in 6 quarters. The position peaked at $748K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Advisor Partners reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Advisor Partners sold 34,050 Cadence Bancorporation shares in Q4 2021, an estimated $748K.
Advisor Partners first reported a position in Cadence Bancorporation in Q2 2020 and held it in 6 quarters.
Advisor Partners's Cadence Bancorporation position peaked at $748K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Advisor Partners's 13F filing for Q4 2021, filed 4 Feb 2022.