Fieldpoint Private Securities’s Cadence Bancorporation CADE Stock Holding History

Fieldpoint Private Securities’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
2021 Q4	–	Sell	-1,647	Closed	-$36K	–	1784
2021 Q3	$36K	Buy	1,647 +297	+22%	+$6.06K	0.01%	660
2021 Q2	$27K	Hold	1,350	–	–	0.01%	732
2021 Q1	$28K	Hold	1,350	–	–	0.01%	708
2020 Q4	$22K	Buy	+1,350	New	+$17.9K	0.01%	673

Other funds holding CADE

GFI

Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return

ELCO Management New York $232M AUM 29.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fieldpoint Private Securities's CADE Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 1,647 shares — an estimated $36K sold.

Fieldpoint Private Securities first reported a position in CADE in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Fieldpoint Private Securities reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Fieldpoint Private Securities sold 1,647 Cadence Bancorporation shares in Q4 2021, an estimated $36K.
Fieldpoint Private Securities first reported a position in Cadence Bancorporation in Q4 2020 and held it in 4 quarters.
Fieldpoint Private Securities's Cadence Bancorporation position peaked at $36K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.