Cadence Bank’s Affiliated Managers Group AMG Stock Holding History

Cadence Bank’s Portfolio AMG Stock Details AMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,359	Closed	-$252K	–	220
2019 Q1	$252K	Sell	2,359 -31	-1%	-$3.29K	0.03%	202
2018 Q4	$233K	Sell	2,390 -23	-1%	-$2.6K	0.03%	205
2018 Q3	$330K	Buy	2,413 +107	+5%	+$15.8K	0.03%	197
2018 Q2	$343K	Buy	2,306 +249	+12%	+$41K	0.03%	184
2018 Q1	$390K	Buy	2,057 +147	+8%	+$28.6K	0.04%	171
2017 Q4	$392K	Buy	+1,910	New	+$370K	0.04%	176

Other funds holding AMG

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Cadence Bank's AMG Position: Q2 2019 in Review

Cadence Bank sold out of Affiliated Managers Group (AMG) in Q2 2019, closing a stake of 2,359 shares — an estimated $252K sold.

Cadence Bank first reported a position in AMG in Q4 2017 and held it in 6 quarters. The position peaked at $392K in Q4 2017. 389 funds tracked by Wall St. Rank hold AMG as of Q2 2019.

Cadence Bank reported no remaining Affiliated Managers Group position as of Q2 2019 after selling out during the quarter.
Cadence Bank sold 2,359 Affiliated Managers Group shares in Q2 2019, an estimated $252K.
Cadence Bank first reported a position in Affiliated Managers Group in Q4 2017 and held it in 6 quarters.
Cadence Bank's Affiliated Managers Group position peaked at $392K in Q4 2017.
389 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2019.

Based on Cadence Bank's 13F filing for Q2 2019, filed 30 Jul 2019.