BPM
CADE

Bowling Portfolio Management’s Cadence Bancorporation CADE Stock Holding History

Bowling Portfolio 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
2019
Q4 		– Sell
-52,552
Closed -$922K – 404
2019
Q3 		$922K Buy
+52,552
New +$899K 0.15% 228
2019
Q2 		– Sell
-35,188
Closed -$653K – 439
2019
Q1 		$653K Sell
35,188
-72
-0.2% -$1.37K 0.1% 267
2018
Q4 		$592K Buy
35,260
+1,224
+4% +$26K 0.1% 264
2018
Q3 		$889K Sell
34,036
-2,589
-7% -$72.6K 0.12% 252
2018
Q2 		$1.06M Buy
+36,625
New +$1.07M 0.15% 225

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bowling Portfolio Management's CADE Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Cadence Bancorporation (CADE) in Q4 2019, closing a stake of 52,552 shares — an estimated $922K sold.

Bowling Portfolio Management first reported a position in CADE in Q2 2018 and held it in 5 quarters. The position peaked at $1.06M in Q2 2018. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Cadence Bancorporation position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 52,552 Cadence Bancorporation shares in Q4 2019, an estimated $922K.
  • Bowling Portfolio Management first reported a position in Cadence Bancorporation in Q2 2018 and held it in 5 quarters.
  • Bowling Portfolio Management's Cadence Bancorporation position peaked at $1.06M in Q2 2018.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.