Berman Capital Advisors’s Cadence Bancorporation CADE Stock Holding History

Berman Capital 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
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	2043
2021 Q2	$1K	Hold	58	–	–	﹤0.01%	1872
2021 Q1	$1K	Hold	58	–	–	﹤0.01%	1750
2020 Q4	$0	Hold	58	–	–	﹤0.01%	1925
2020 Q3	$0	Hold	58	–	–	﹤0.01%	1882
2020 Q2	$0	Sell	58 -654	-92%	-$4.67K	﹤0.01%	1961
2020 Q1	$4K	Buy	712 +634	+813%	+$8.74K	﹤0.01%	999
2019 Q4	$1K	Hold	78	–	–	﹤0.01%	1450
2019 Q3	$1K	Sell	78 -99	-56%	-$1.69K	﹤0.01%	1433
2019 Q2	$3K	Hold	177	–	–	﹤0.01%	1150
2019 Q1	$3K	Buy	+177	New	+$3.36K	﹤0.01%	1055

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

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's CADE Position: Q3 2021 in Review

Berman Capital Advisors held its Cadence Bancorporation (CADE) position steady in Q3 2021 at 58 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Berman Capital Advisors first reported a position in CADE in Q1 2019 and has held it in 11 quarters since. The position peaked at $4K in Q1 2020. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

Berman Capital Advisors held 58 shares of Cadence Bancorporation worth $1K as of Q3 2021.
Berman Capital Advisors left its Cadence Bancorporation share count unchanged in Q3 2021.
Cadence Bancorporation made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2043 holding.
Berman Capital Advisors first reported a position in Cadence Bancorporation in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Cadence Bancorporation position peaked at $4K in Q1 2020.
235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.