BA
CADE

Ballew Advisors’s Cadence Bank CADE Stock Holding History

Ballew 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
2018
Q4 		– Sell
-4,447
Closed -$125K – 133
2018
Q3 		$125K Hold
4,447
– – 0.11% 103
2018
Q2 		$147K Buy
4,447
+6
+0.1% +$201 0.17% 93
2018
Q1 		$141K Buy
+4,441
New +$146K 0.12% 100

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Ballew Advisors's CADE Position: Q4 2018 in Review

Ballew Advisors sold out of Cadence Bank (CADE) in Q4 2018, closing a stake of 4,447 shares — an estimated $125K sold.

Ballew Advisors first reported a position in CADE in Q1 2018 and held it in 3 quarters. The position peaked at $147K in Q2 2018. 197 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Ballew Advisors reported no remaining Cadence Bank position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 4,447 Cadence Bank shares in Q4 2018, an estimated $125K.
  • Ballew Advisors first reported a position in Cadence Bank in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Cadence Bank position peaked at $147K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.