FGAM
CADE

Financial Gravity Asset Management’s Cadence Bancorporation CADE Stock Holding History

Financial Gravity 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
2019
Q4 		– Sell
-26
Closed – – 1870
2019
Q3 		$0 Buy
26
+15
+136% +$257 ﹤0.01% 1739
2019
Q2 		$0 Buy
11
+2
+22% +$41 ﹤0.01% 1884
2019
Q1 		$0 Buy
+9
New +$171 ﹤0.01% 1662

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

Financial Gravity Asset Management's CADE Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2019, closing a stake of 26 shares.

Financial Gravity Asset Management first reported a position in CADE in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Cadence Bancorporation position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 26 Cadence Bancorporation shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Cadence Bancorporation in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Cadence Bancorporation position peaked at $0 in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.