First Trust Advisors’s Cadence Bancorporation CADE Stock Holding History

First Trust Advisors’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 Q3	–	Sell	-30,145	Closed	-$629K	–	2720
2021 Q2	$629K	Sell	30,145 -304	-1%	-$6.66K	﹤0.01%	2204
2021 Q1	$631K	Buy	+30,449	New	+$620K	﹤0.01%	2136
2020 Q4	–	Sell	-49,785	Closed	-$428K	–	2490
2020 Q3	$428K	Sell	49,785 -111,046	-69%	-$960K	﹤0.01%	2086
2020 Q2	$1.43M	Buy	160,831 +70,612	+78%	+$505K	﹤0.01%	1557
2020 Q1	$591K	Buy	90,219 +14,903	+20%	+$206K	﹤0.01%	1871
2019 Q4	$1.36M	Buy	75,316 +30,236	+67%	+$505K	﹤0.01%	1745
2019 Q3	$791K	Buy	45,080 +23,887	+113%	+$409K	﹤0.01%	1963
2019 Q2	$441K	Buy	+21,193	New	+$436K	﹤0.01%	2175

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

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

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

First Trust Advisors's CADE Position: Q3 2021 in Review

First Trust Advisors sold out of Cadence Bancorporation (CADE) in Q3 2021, closing a stake of 30,145 shares — an estimated $629K sold.

First Trust Advisors first reported a position in CADE in Q2 2019 and held it in 8 quarters. The position peaked at $1.43M in Q2 2020. 235 funds tracked by Wall St. Rank hold CADE as of Q3 2021.

First Trust Advisors reported no remaining Cadence Bancorporation position as of Q3 2021 after selling out during the quarter.
First Trust Advisors sold 30,145 Cadence Bancorporation shares in Q3 2021, an estimated $629K.
First Trust Advisors first reported a position in Cadence Bancorporation in Q2 2019 and held it in 8 quarters.
First Trust Advisors's Cadence Bancorporation position peaked at $1.43M in Q2 2020.
235 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2021.

Based on First Trust Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.