AIM
CADE

Assured Investment Management’s Cadence Bancorporation CADE Stock Holding History

Assured 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
2018
Q4 		– Sell
-13,347
Closed -$349K – 1446
2018
Q3 		$349K Buy
13,347
+13,229
+11,211% +$371K 0.01% 863
2018
Q2 		$3K Buy
+118
New +$3.44K ﹤0.01% 1149

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Assured Investment Management's CADE Position: Q4 2018 in Review

Assured Investment Management sold out of Cadence Bancorporation (CADE) in Q4 2018, closing a stake of 13,347 shares — an estimated $349K sold.

Assured Investment Management first reported a position in CADE in Q2 2018 and held it in 2 quarters. The position peaked at $349K in Q3 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Assured Investment Management reported no remaining Cadence Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 13,347 Cadence Bancorporation shares in Q4 2018, an estimated $349K.
  • Assured Investment Management first reported a position in Cadence Bancorporation in Q2 2018 and held it in 2 quarters.
  • Assured Investment Management's Cadence Bancorporation position peaked at $349K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.