AAIM
CADE

Asset Advisors Investment Management’s Cadence Bancorporation CADE Stock Holding History

Asset Advisors Investment Management’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
2020
Q3 		– Sell
-7,309
Closed -$65K – 193
2020
Q2 		$65K Sell
7,309
-13,947
-66% -$99.7K 0.01% 105
2020
Q1 		$139K Hold
21,256
– – 0.03% 95
2019
Q4 		$374K Hold
21,256
– – 0.05% 89
2019
Q3 		$373K Buy
21,256
+5,221
+33% +$89.4K 0.06% 84
2019
Q2 		$334K Hold
16,035
– – 0.06% 80
2019
Q1 		$297K Buy
+16,035
New +$305K 0.05% 86

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Asset Advisors Investment Management's CADE Position: Q3 2020 in Review

Asset Advisors Investment Management sold out of Cadence Bancorporation (CADE) in Q3 2020, closing a stake of 7,309 shares — an estimated $65K sold.

Asset Advisors Investment Management first reported a position in CADE in Q1 2019 and held it in 6 quarters. The position peaked at $374K in Q4 2019. 211 funds tracked by Wall St. Rank hold CADE as of Q3 2020.

  • Asset Advisors Investment Management reported no remaining Cadence Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Asset Advisors Investment Management sold 7,309 Cadence Bancorporation shares in Q3 2020, an estimated $65K.
  • Asset Advisors Investment Management first reported a position in Cadence Bancorporation in Q1 2019 and held it in 6 quarters.
  • Asset Advisors Investment Management's Cadence Bancorporation position peaked at $374K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2020.

Based on Asset Advisors Investment Management's 13F filing for Q3 2020, filed 20 Oct 2020.