AP
CADE

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 $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return