Cadence Bank NA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,415	Closed	-$346K	–	172
2018 Q1	$346K	Hold	4,415	–	–	0.14%	131
2017 Q4	$349K	Hold	4,415	–	–	0.13%	134
2017 Q3	$352K	Buy	+4,415	New	+$353K	0.13%	134

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Cadence Bank NA sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2018, closing a stake of 4,415 shares — an estimated $346K sold.

Cadence Bank NA first reported a position in BSV in Q3 2017 and held it in 3 quarters. The position peaked at $352K in Q3 2017. 645 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

Cadence Bank NA reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
Cadence Bank NA sold 4,415 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $346K.
Cadence Bank NA first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and held it in 3 quarters.
Cadence Bank NA's Vanguard Short-Term Bond ETF position peaked at $352K in Q3 2017.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

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