Baldwin Wealth Partners’s Cadence Bank CADE Stock Holding History

Baldwin Wealth 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
2017 Q1	–	Sell	-377	Closed	-$12K	–	499
2016 Q4	$12K	Hold	377	–	–	﹤0.01%	420
2016 Q3	$9K	Buy	+377	New	+$8.96K	﹤0.01%	456

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Baldwin Wealth Partners's CADE Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of Cadence Bank (CADE) in Q1 2017, closing a stake of 377 shares — an estimated $12K sold.

Baldwin Wealth Partners first reported a position in CADE in Q3 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 182 funds tracked by Wall St. Rank hold CADE as of Q1 2017.

Baldwin Wealth Partners reported no remaining Cadence Bank position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 377 Cadence Bank shares in Q1 2017, an estimated $12K.
Baldwin Wealth Partners first reported a position in Cadence Bank in Q3 2016 and held it in 2 quarters.
Baldwin Wealth Partners's Cadence Bank position peaked at $12K in Q4 2016.
182 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.