Congress Asset Management’s Cadence Bank CADE Stock Holding History

Congress Asset Management’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 Q2	–	Sell	-179,832	Closed	-$5.08M	–	354
2019 Q1	$5.08M	Sell	179,832 -2,979	-2%	-$88.4K	0.07%	175
2018 Q4	$4.78M	Buy	182,811 +7,750	+4%	+$225K	0.07%	157
2018 Q3	$5.72M	Buy	175,061 +16,605	+10%	+$564K	0.07%	169
2018 Q2	$5.22M	Sell	158,456 -4,870	-3%	-$163K	0.07%	166
2018 Q1	$5.19M	Buy	163,326 +4,018	+3%	+$132K	0.07%	166
2017 Q4	$5.01M	Sell	159,308 -3,800	-2%	-$122K	0.07%	165
2017 Q3	$5.23M	Buy	+163,108	New	+$4.88M	0.08%	155

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Congress Asset Management's CADE Position: Q2 2019 in Review

Congress Asset Management sold out of Cadence Bank (CADE) in Q2 2019, closing a stake of 179,832 shares — an estimated $5.08M sold.

Congress Asset Management first reported a position in CADE in Q3 2017 and held it in 7 quarters. The position peaked at $5.72M in Q3 2018. 187 funds tracked by Wall St. Rank hold CADE as of Q2 2019.

Congress Asset Management reported no remaining Cadence Bank position as of Q2 2019 after selling out during the quarter.
Congress Asset Management sold 179,832 Cadence Bank shares in Q2 2019, an estimated $5.08M.
Congress Asset Management first reported a position in Cadence Bank in Q3 2017 and held it in 7 quarters.
Congress Asset Management's Cadence Bank position peaked at $5.72M in Q3 2018.
187 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2019.

Based on Congress Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.