Financial Gravity Companies’s Cadence Bank CADE Stock Holding History

Financial Gravity Companies’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
2018 Q1	$2K	Sell	66 -5	-7%	-$165	﹤0.01%	927
2017 Q4	$2K	Buy	+71	New	+$2.28K	﹤0.01%	902

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's CADE Position: Q1 2018 in Review

Financial Gravity Companies reduced its Cadence Bank (CADE) stake by 7% in Q1 2018, selling an estimated $165 and leaving 66 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Financial Gravity Companies first reported a position in CADE in Q4 2017 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold CADE as of Q1 2018.

Financial Gravity Companies held 66 shares of Cadence Bank worth $2K as of Q1 2018.
Financial Gravity Companies sold 5 Cadence Bank shares in Q1 2018, an estimated $165.
Cadence Bank made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #927 holding.
Financial Gravity Companies first reported a position in Cadence Bank in Q4 2017 and has held it in 2 quarters since.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.