BC
CADE

Burney Company’s Cadence Bank CADE Stock Holding History

Burney Company’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
Q1 		– Sell
-13,325
Closed -$348K – 447
2018
Q4 		$348K Sell
13,325
-1,925
-13% -$56K 0.02% 352
2018
Q3 		$499K Sell
15,250
-975
-6% -$33.1K 0.03% 326
2018
Q2 		$535K Buy
16,225
+60
+0.4% +$2.01K 0.03% 307
2018
Q1 		$514K Buy
+16,165
New +$532K 0.03% 292

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burney Company's CADE Position: Q1 2019 in Review

Burney Company sold out of Cadence Bank (CADE) in Q1 2019, closing a stake of 13,325 shares — an estimated $348K sold.

Burney Company first reported a position in CADE in Q1 2018 and held it in 4 quarters. The position peaked at $535K in Q2 2018. 201 funds tracked by Wall St. Rank hold CADE as of Q1 2019.

  • Burney Company reported no remaining Cadence Bank position as of Q1 2019 after selling out during the quarter.
  • Burney Company sold 13,325 Cadence Bank shares in Q1 2019, an estimated $348K.
  • Burney Company first reported a position in Cadence Bank in Q1 2018 and held it in 4 quarters.
  • Burney Company's Cadence Bank position peaked at $535K in Q2 2018.
  • 201 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2019.

Based on Burney Company's 13F filing for Q1 2019, filed 13 May 2019.