AWA
CADE

Arete Wealth Advisors’s Cadence Bank CADE Stock Holding History

Arete Wealth Advisors’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
2015
Q1 		– Sell
-15,713
Closed -$354K – 156
2014
Q4 		$354K Buy
15,713
+58
+0.4% +$1.26K 0.25% 88
2014
Q3 		$315K Buy
15,655
+32
+0.2% +$695 0.24% 89
2014
Q2 		$384K Buy
15,623
+31
+0.2% +$737 0.3% 78
2014
Q1 		$389K Buy
+15,592
New +$380K 0.36% 67

Other funds holding CADE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Arete Wealth Advisors's CADE Position: Q1 2015 in Review

Arete Wealth Advisors sold out of Cadence Bank (CADE) in Q1 2015, closing a stake of 15,713 shares — an estimated $354K sold.

Arete Wealth Advisors first reported a position in CADE in Q1 2014 and held it in 4 quarters. The position peaked at $389K in Q1 2014. 167 funds tracked by Wall St. Rank hold CADE as of Q1 2015.

  • Arete Wealth Advisors reported no remaining Cadence Bank position as of Q1 2015 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,713 Cadence Bank shares in Q1 2015, an estimated $354K.
  • Arete Wealth Advisors first reported a position in Cadence Bank in Q1 2014 and held it in 4 quarters.
  • Arete Wealth Advisors's Cadence Bank position peaked at $389K in Q1 2014.
  • 167 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2015.

Based on Arete Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.