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CADE

Avantax Planning Partners’s Cadence Bancorporation CADE Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-103
Closed -$3K – 1488
2018
Q3 		$3K Buy
+103
New +$2.89K ﹤0.01% 1312
2018
Q2 		– Sell
-61
Closed -$2K – 1907
2018
Q1 		$2K Buy
+61
New +$1.7K ﹤0.01% 1667

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

Avantax Planning Partners's CADE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Cadence Bancorporation (CADE) in Q4 2018, closing a stake of 103 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CADE in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cadence Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 103 Cadence Bancorporation shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Cadence Bancorporation in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cadence Bancorporation position peaked at $3K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.