Capital Guardian Trust’s Cadence Bank CADE Stock Holding History

Capital Guardian Trust’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-33,995	Closed	-$1.03M	–	256
2017 Q1	$1.03M	Hold	33,995	–	–	0.01%	237
2016 Q4	$1.06M	Hold	33,995	–	–	0.01%	245
2016 Q3	$789K	Hold	33,995	–	–	0.01%	258
2016 Q2	$771K	Hold	33,995	–	–	0.01%	262
2016 Q1	$724K	Buy	33,995 +3,380	+11%	+$70.2K	0.01%	261
2015 Q4	$734K	Hold	30,615	–	–	0.01%	265
2015 Q3	$728K	Hold	30,615	–	–	0.01%	271
2015 Q2	$789K	Hold	30,615	–	–	0.01%	265
2015 Q1	$711K	Hold	30,615	–	–	0.01%	266
2014 Q4	$689K	Hold	30,615	–	–	﹤0.01%	268
2014 Q3	$617K	Hold	30,615	–	–	﹤0.01%	258
2014 Q2	$752K	Hold	30,615	–	–	0.01%	245
2014 Q1	$764K	Hold	30,615	–	–	0.01%	237
2013 Q4	$778K	Hold	30,615	–	–	0.01%	234
2013 Q3	$611K	Hold	30,615	–	–	﹤0.01%	235
2013 Q2	$542K	Buy	+30,615	New	+$505K	﹤0.01%	237

Other funds holding CADE

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Guardian Trust's CADE Position: Q2 2017 in Review

Capital Guardian Trust sold out of Cadence Bank (CADE) in Q2 2017, closing a stake of 33,995 shares — an estimated $1.03M sold.

Capital Guardian Trust first reported a position in CADE in Q2 2013 and held it in 16 quarters. The position peaked at $1.06M in Q4 2016. 183 funds tracked by Wall St. Rank hold CADE as of Q2 2017.

Capital Guardian Trust reported no remaining Cadence Bank position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 33,995 Cadence Bank shares in Q2 2017, an estimated $1.03M.
Capital Guardian Trust first reported a position in Cadence Bank in Q2 2013 and held it in 16 quarters.
Capital Guardian Trust's Cadence Bank position peaked at $1.06M in Q4 2016.
183 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.