CAZ Investments’s Cadence Bancorporation CADE Stock Holding History

CAZ Investments’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
2019 Q1	–	Sell	-2,000	Closed	-$34K	–	50
2018 Q4	$34K	Buy	+2,000	New	+$42.4K	0.1%	42

Other funds holding CADE

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

CAZ Investments's CADE Position: Q1 2019 in Review

CAZ Investments sold out of Cadence Bancorporation (CADE) in Q1 2019, closing a stake of 2,000 shares — an estimated $34K sold.

CAZ Investments first reported a position in CADE in Q4 2018 and held it in 1 quarter. The position peaked at $34K in Q4 2018. 240 funds tracked by Wall St. Rank hold CADE as of Q1 2019.

CAZ Investments reported no remaining Cadence Bancorporation position as of Q1 2019 after selling out during the quarter.
CAZ Investments sold 2,000 Cadence Bancorporation shares in Q1 2019, an estimated $34K.
CAZ Investments first reported a position in Cadence Bancorporation in Q4 2018 and held it in 1 quarter.
CAZ Investments's Cadence Bancorporation position peaked at $34K in Q4 2018.
240 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2019.

Based on CAZ Investments's 13F filing for Q1 2019, filed 9 May 2019.