Cadence Bank NA’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

Cadence Bank NA’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,029	Closed	-$247K	–	170
2018 Q1	$247K	Hold	3,029	–	–	0.1%	148
2017 Q4	$254K	Hold	3,029	–	–	0.09%	158
2017 Q3	$256K	Buy	+3,029	New	+$257K	0.1%	154

Other funds holding BIV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DDSF

Diana Davis Spencer Foundation Bethesda, Maryland $55.2M AUM 10.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Cadence Bank NA's BIV Position: Q2 2018 in Review

Cadence Bank NA sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q2 2018, closing a stake of 3,029 shares — an estimated $247K sold.

Cadence Bank NA first reported a position in BIV in Q3 2017 and held it in 3 quarters. The position peaked at $256K in Q3 2017. 383 funds tracked by Wall St. Rank hold BIV as of Q2 2018.

Cadence Bank NA reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Cadence Bank NA sold 3,029 Vanguard Intermediate-Term Bond ETF shares in Q2 2018, an estimated $247K.
Cadence Bank NA first reported a position in Vanguard Intermediate-Term Bond ETF in Q3 2017 and held it in 3 quarters.
Cadence Bank NA's Vanguard Intermediate-Term Bond ETF position peaked at $256K in Q3 2017.
383 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2018.

Based on Cadence Bank NA's 13F filing for Q2 2018, filed 7 Aug 2018.