FCI
CADE

Financial Counselors Inc’s Cadence Bank CADE Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-17,058
Closed -$323K – 522
2020
Q1 		$323K Buy
+17,058
New +$451K 0.01% 353

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Counselors Inc's CADE Position: Q2 2020 in Review

Financial Counselors Inc sold out of Cadence Bank (CADE) in Q2 2020, closing a stake of 17,058 shares — an estimated $323K sold.

Financial Counselors Inc first reported a position in CADE in Q1 2020 and held it in 1 quarter. The position peaked at $323K in Q1 2020. 185 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

  • Financial Counselors Inc reported no remaining Cadence Bank position as of Q2 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 17,058 Cadence Bank shares in Q2 2020, an estimated $323K.
  • Financial Counselors Inc first reported a position in Cadence Bank in Q1 2020 and held it in 1 quarter.
  • Financial Counselors Inc's Cadence Bank position peaked at $323K in Q1 2020.
  • 185 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2020.

Based on Financial Counselors Inc's 13F filing for Q2 2020, filed 7 Aug 2020.