Cadence Bank NA’s iShares MBS ETF MBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,205	Closed	-$235K	–	178
2017 Q2	$235K	Buy	+2,205	New	+$236K	0.11%	125

Other funds holding MBB

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cadence Bank NA's MBB Position: Q3 2017 in Review

Cadence Bank NA sold out of iShares MBS ETF (MBB) in Q3 2017, closing a stake of 2,205 shares — an estimated $235K sold.

Cadence Bank NA first reported a position in MBB in Q2 2017 and held it in 1 quarter. The position peaked at $235K in Q2 2017. 288 funds tracked by Wall St. Rank hold MBB as of Q3 2017.

Cadence Bank NA reported no remaining iShares MBS ETF position as of Q3 2017 after selling out during the quarter.
Cadence Bank NA sold 2,205 iShares MBS ETF shares in Q3 2017, an estimated $235K.
Cadence Bank NA first reported a position in iShares MBS ETF in Q2 2017 and held it in 1 quarter.
Cadence Bank NA's iShares MBS ETF position peaked at $235K in Q2 2017.
288 funds tracked by Wall St. Rank held iShares MBS ETF as of Q3 2017.

Based on Cadence Bank NA's 13F filing for Q3 2017, filed 27 Oct 2017.