Cadence Bank’s United Bankshares UBSI Stock Holding History

Cadence Bank’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-52,171	Closed	-$1.94M	–	233
2019 Q2	$1.94M	Sell	52,171 -30,884	-37%	-$1.16M	0.19%	75
2019 Q1	$3.01M	Buy	83,055 +1,951	+2%	+$70.4K	0.3%	56
2018 Q4	$2.52M	Buy	81,104 +3,608	+5%	+$122K	0.3%	56
2018 Q3	$2.82M	Buy	77,496 +1,214	+2%	+$46K	0.26%	55
2018 Q2	$2.78M	Sell	76,282 -68	-0.1%	-$2.44K	0.25%	57
2018 Q1	$2.69M	Buy	76,350 +24,953	+49%	+$903K	0.26%	54
2017 Q4	$1.79M	Buy	+51,397	New	+$1.85M	0.17%	81

Other funds holding UBSI

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cadence Bank's UBSI Position: Q3 2019 in Review

Cadence Bank sold out of United Bankshares (UBSI) in Q3 2019, closing a stake of 52,171 shares — an estimated $1.94M sold.

Cadence Bank first reported a position in UBSI in Q4 2017 and held it in 7 quarters. The position peaked at $3.01M in Q1 2019. 265 funds tracked by Wall St. Rank hold UBSI as of Q3 2019.

Cadence Bank reported no remaining United Bankshares position as of Q3 2019 after selling out during the quarter.
Cadence Bank sold 52,171 United Bankshares shares in Q3 2019, an estimated $1.94M.
Cadence Bank first reported a position in United Bankshares in Q4 2017 and held it in 7 quarters.
Cadence Bank's United Bankshares position peaked at $3.01M in Q1 2019.
265 funds tracked by Wall St. Rank held United Bankshares as of Q3 2019.

Based on Cadence Bank's 13F filing for Q3 2019, filed 6 Nov 2019.