Cadence Bank NA’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,059	Closed	-$238K	–	180
2019 Q2	$238K	Hold	2,059	–	–	0.09%	160
2019 Q1	$233K	Sell	2,059 -136	-6%	-$15.1K	0.09%	157
2018 Q4	$240K	Sell	2,195 -434	-17%	-$47.4K	0.11%	146
2018 Q3	$291K	Hold	2,629	–	–	0.11%	147
2018 Q2	$297K	Hold	2,629	–	–	0.12%	138
2018 Q1	$297K	Sell	2,629 -4,550	-63%	-$512K	0.12%	138
2017 Q4	$819K	Hold	7,179	–	–	0.3%	90
2017 Q3	$815K	Buy	+7,179	New	+$817K	0.31%	90
2015 Q2	–	Sell	-7,737	Closed	-$879K	–	158
2015 Q1	$879K	Sell	7,737 -100	-1%	-$11.3K	0.49%	44
2014 Q4	$878K	Hold	7,837	–	–	0.47%	41
2014 Q3	$878K	Sell	7,837 -2	-0%	-$229	0.47%	37
2014 Q2	$905K	Sell	7,839 -141	-2%	-$16.1K	0.49%	38
2014 Q1	$894K	Sell	7,980 -475	-6%	-$53.1K	0.53%	35
2013 Q4	$929K	Sell	8,455 -28	-0.3%	-$3.13K	0.5%	37
2013 Q3	$955K	Hold	8,483	–	–	0.57%	33
2013 Q2	$950K	Buy	+8,483	New	+$1M	0.52%	36

Other funds holding TIP

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCA

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

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

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

Cadence Bank NA's TIP Position: Q3 2019 in Review

Cadence Bank NA sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 2,059 shares — an estimated $238K sold.

Cadence Bank NA first reported a position in TIP in Q2 2013 and held it in 16 quarters. The position peaked at $955K in Q3 2013. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

Cadence Bank NA reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Cadence Bank NA sold 2,059 iShares TIPS Bond ETF shares in Q3 2019, an estimated $238K.
Cadence Bank NA first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 16 quarters.
Cadence Bank NA's iShares TIPS Bond ETF position peaked at $955K in Q3 2013.
805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Cadence Bank NA's 13F filing for Q3 2019, filed 12 Nov 2019.