Grove Bank & Trust’s Cadence Bank CADE Stock Holding History

Grove Bank & Trust’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	–	Sell	-1,060	Closed	-$33K	–	201
2017 Q4	$33K	Hold	1,060	–	–	0.01%	338
2017 Q3	$34K	Hold	1,060	–	–	0.02%	339
2017 Q2	$32K	Hold	1,060	–	–	0.02%	317
2017 Q1	$32K	Hold	1,060	–	–	0.03%	255
2016 Q4	$33K	Buy	+1,060	New	+$28.4K	0.03%	271

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

Grove Bank & Trust's CADE Position: Q1 2018 in Review

Grove Bank & Trust sold out of Cadence Bank (CADE) in Q1 2018, closing a stake of 1,060 shares — an estimated $33K sold.

Grove Bank & Trust first reported a position in CADE in Q4 2016 and held it in 5 quarters. The position peaked at $34K in Q3 2017. 191 funds tracked by Wall St. Rank hold CADE as of Q1 2018.

Grove Bank & Trust reported no remaining Cadence Bank position as of Q1 2018 after selling out during the quarter.
Grove Bank & Trust sold 1,060 Cadence Bank shares in Q1 2018, an estimated $33K.
Grove Bank & Trust first reported a position in Cadence Bank in Q4 2016 and held it in 5 quarters.
Grove Bank & Trust's Cadence Bank position peaked at $34K in Q3 2017.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.