Gemmer Asset Management’s Cadence Bancorporation CADE Stock Holding History

Gemmer 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
2021 Q4	–	Sell	-567	Closed	-$12K	–	1361
2021 Q3	$12K	Hold	567	–	–	﹤0.01%	648
2021 Q2	$12K	Hold	567	–	–	﹤0.01%	727
2021 Q1	$12K	Hold	567	–	–	﹤0.01%	712
2020 Q4	$9K	Hold	567	–	–	﹤0.01%	754
2020 Q3	$5K	Hold	567	–	–	﹤0.01%	915
2020 Q2	$5K	Hold	567	–	–	﹤0.01%	881
2020 Q1	$4K	Buy	+567	New	+$7.82K	﹤0.01%	902

Other funds holding CADE

GFI

Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Gemmer Asset Management's CADE Position: Q4 2021 in Review

Gemmer Asset Management sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 567 shares — an estimated $12K sold.

Gemmer Asset Management first reported a position in CADE in Q1 2020 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

Gemmer Asset Management reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
Gemmer Asset Management sold 567 Cadence Bancorporation shares in Q4 2021, an estimated $12K.
Gemmer Asset Management first reported a position in Cadence Bancorporation in Q1 2020 and held it in 7 quarters.
Gemmer Asset Management's Cadence Bancorporation position peaked at $12K in Q3 2021.
4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.