GWM
CADE

Gupta Wealth Management’s Cadence Bank CADE Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-276
Closed -$7K – 1161
2015
Q4 		$7K Buy
+276
New +$6.92K ﹤0.01% 950

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gupta Wealth Management's CADE Position: Q1 2016 in Review

Gupta Wealth Management sold out of Cadence Bank (CADE) in Q1 2016, closing a stake of 276 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in CADE in Q4 2015 and held it in 1 quarter. The position peaked at $7K in Q4 2015. 160 funds tracked by Wall St. Rank hold CADE as of Q1 2016.

  • Gupta Wealth Management reported no remaining Cadence Bank position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 276 Cadence Bank shares in Q1 2016, an estimated $7K.
  • Gupta Wealth Management first reported a position in Cadence Bank in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Cadence Bank position peaked at $7K in Q4 2015.
  • 160 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.