Envestnet Asset Management’s Cadence Bancorporation CADE Stock Holding History

Envestnet 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
2020 Q4	–	Sell	-20,681	Closed	-$178K	–	3397
2020 Q3	$178K	Buy	+20,681	New	+$179K	﹤0.01%	2943
2020 Q1	–	Sell	-26,664	Closed	-$483K	–	3243
2019 Q4	$483K	Buy	26,664 +4,480	+20%	+$74.9K	﹤0.01%	2479
2019 Q3	$389K	Sell	22,184 -30,216	-58%	-$517K	﹤0.01%	2511
2019 Q2	$1.09M	Buy	52,400 +1,118	+2%	+$23K	﹤0.01%	1885
2019 Q1	$951K	Sell	51,282 -7,707	-13%	-$146K	﹤0.01%	1942
2018 Q4	$990K	Buy	58,989 +41,134	+230%	+$872K	﹤0.01%	1756
2018 Q3	$466K	Buy	17,855 +530	+3%	+$14.9K	﹤0.01%	934
2018 Q2	$500K	Buy	+17,325	New	+$504K	﹤0.01%	1323

Other funds holding CADE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Envestnet Asset Management's CADE Position: Q4 2020 in Review

Envestnet Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2020, closing a stake of 20,681 shares — an estimated $178K sold.

Envestnet Asset Management first reported a position in CADE in Q2 2018 and held it in 8 quarters. The position peaked at $1.09M in Q2 2019. 230 funds tracked by Wall St. Rank hold CADE as of Q4 2020.

Envestnet Asset Management reported no remaining Cadence Bancorporation position as of Q4 2020 after selling out during the quarter.
Envestnet Asset Management sold 20,681 Cadence Bancorporation shares in Q4 2020, an estimated $178K.
Envestnet Asset Management first reported a position in Cadence Bancorporation in Q2 2018 and held it in 8 quarters.
Envestnet Asset Management's Cadence Bancorporation position peaked at $1.09M in Q2 2019.
230 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2020.

Based on Envestnet Asset Management's 13F filing for Q4 2020, filed 2 Feb 2021.