First Trust Advisors
CADE

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
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
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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return