DLCIG
CADE

D.L. Carlson Investment Group’s Cadence Bancorporation CADE Stock Holding History

D.L. Carlson Investment Group’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
Q4 		– Sell
-29,327
Closed -$514K – 158
2019
Q3 		$514K Hold
29,327
– – 0.16% 105
2019
Q2 		$610K Hold
29,327
– – 0.19% 99
2019
Q1 		$544K Buy
+29,327
New +$557K 0.16% 104

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.L. Carlson Investment Group's CADE Position: Q4 2019 in Review

D.L. Carlson Investment Group sold out of Cadence Bancorporation (CADE) in Q4 2019, closing a stake of 29,327 shares — an estimated $514K sold.

D.L. Carlson Investment Group first reported a position in CADE in Q1 2019 and held it in 3 quarters. The position peaked at $610K in Q2 2019. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • D.L. Carlson Investment Group reported no remaining Cadence Bancorporation position as of Q4 2019 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 29,327 Cadence Bancorporation shares in Q4 2019, an estimated $514K.
  • D.L. Carlson Investment Group first reported a position in Cadence Bancorporation in Q1 2019 and held it in 3 quarters.
  • D.L. Carlson Investment Group's Cadence Bancorporation position peaked at $610K in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2019, filed 10 Feb 2020.