Centaurus Financial’s Cadence Bank CADE Stock Holding History

Centaurus Financial’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
2018 Q3	–	Sell	-224	Closed	-$7K	–	739
2018 Q2	$7K	Buy	+224	New	+$7.49K	﹤0.01%	1663

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Centaurus Financial's CADE Position: Q3 2018 in Review

Centaurus Financial sold out of Cadence Bank (CADE) in Q3 2018, closing a stake of 224 shares — an estimated $7K sold.

Centaurus Financial first reported a position in CADE in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 190 funds tracked by Wall St. Rank hold CADE as of Q3 2018.

Centaurus Financial reported no remaining Cadence Bank position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 224 Cadence Bank shares in Q3 2018, an estimated $7K.
Centaurus Financial first reported a position in Cadence Bank in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Cadence Bank position peaked at $7K in Q2 2018.
190 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.