Cadence Bank NA’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,980	Closed	-$443K	–	172
2017 Q4	$443K	Hold	2,980	–	–	0.16%	124
2017 Q3	$417K	Buy	+2,980	New	+$409K	0.16%	121
2015 Q2	–	Sell	-2,980	Closed	-$345K	–	145
2015 Q1	$345K	Hold	2,980	–	–	0.19%	108
2014 Q4	$342K	Hold	2,980	–	–	0.18%	114
2014 Q3	$327K	Hold	2,980	–	–	0.18%	109
2014 Q2	$328K	Hold	2,980	–	–	0.18%	110
2014 Q1	$312K	Hold	2,980	–	–	0.19%	99
2013 Q4	$307K	Hold	2,980	–	–	0.17%	107
2013 Q3	$281K	Hold	2,980	–	–	0.17%	103
2013 Q2	$268K	Buy	+2,980	New	+$267K	0.15%	113

Other funds holding IWB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Cadence Bank NA's IWB Position: Q1 2018 in Review

Cadence Bank NA sold out of iShares Russell 1000 ETF (IWB) in Q1 2018, closing a stake of 2,980 shares — an estimated $443K sold.

Cadence Bank NA first reported a position in IWB in Q2 2013 and held it in 10 quarters. The position peaked at $443K in Q4 2017. 620 funds tracked by Wall St. Rank hold IWB as of Q1 2018.

Cadence Bank NA reported no remaining iShares Russell 1000 ETF position as of Q1 2018 after selling out during the quarter.
Cadence Bank NA sold 2,980 iShares Russell 1000 ETF shares in Q1 2018, an estimated $443K.
Cadence Bank NA first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 10 quarters.
Cadence Bank NA's iShares Russell 1000 ETF position peaked at $443K in Q4 2017.
620 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2018.

Based on Cadence Bank NA's 13F filing for Q1 2018, filed 4 May 2018.