EMFAT
CADE

Emerald Mutual Fund Advisers Trust’s Cadence Bancorporation CADE Stock Holding History

Emerald Mutual Fund Advisers 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
2020
Q3 		– Sell
-109,040
Closed -$966K – 382
2020
Q2 		$966K Buy
+109,040
New +$779K 0.05% 164
2020
Q1 		– Sell
-1,827
Closed -$33K – 344
2019
Q4 		$33K Sell
1,827
-1,744,035
-100% -$29.1M ﹤0.01% 285
2019
Q3 		$30.6M Sell
1,745,862
-186,646
-10% -$3.19M 1.36% 18
2019
Q2 		$40.2M Buy
1,932,508
+127,850
+7% +$2.63M 1.6% 10
2019
Q1 		$33.5M Buy
1,804,658
+97,190
+6% +$1.85M 1.34% 11
2018
Q4 		$28.7M Buy
1,707,468
+91,940
+6% +$1.95M 1.34% 9
2018
Q3 		$42.2M Sell
1,615,528
-199,366
-11% -$5.59M 1.43% 7
2018
Q2 		$52.4M Buy
1,814,894
+407,258
+29% +$11.9M 1.9% 3
2018
Q1 		$38.3M Buy
1,407,636
+613,361
+77% +$17.1M 1.5% 7
2017
Q4 		$21.5M Buy
794,275
+442,392
+126% +$10.7M 0.86% 34
2017
Q3 		$8.06M Buy
351,883
+50,143
+17% +$1.1M 0.34% 110
2017
Q2 		$6.6M Buy
+301,740
New +$6.73M 0.29% 120

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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's CADE Position: Q3 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Cadence Bancorporation (CADE) in Q3 2020, closing a stake of 109,040 shares — an estimated $966K sold.

Emerald Mutual Fund Advisers Trust first reported a position in CADE in Q2 2017 and held it in 12 quarters. The position peaked at $52.4M in Q2 2018. 211 funds tracked by Wall St. Rank hold CADE as of Q3 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Cadence Bancorporation position as of Q3 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 109,040 Cadence Bancorporation shares in Q3 2020, an estimated $966K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Cadence Bancorporation in Q2 2017 and held it in 12 quarters.
  • Emerald Mutual Fund Advisers Trust's Cadence Bancorporation position peaked at $52.4M in Q2 2018.
  • 211 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2020, filed 28 Oct 2020.