HR
CADE

Howe & Rusling’s Cadence Bancorporation CADE Stock Holding History

Howe & Rusling’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
2020
Q2 		– Sell
-136
Closed -$1K – 959
2020
Q1 		$1K Sell
136
-6
-4% -$83 ﹤0.01% 773
2019
Q4 		$3K Hold
142
– – ﹤0.01% 653
2019
Q3 		$2K Hold
142
– – ﹤0.01% 734
2019
Q2 		$3K Sell
142
-12
-8% -$247 ﹤0.01% 644
2019
Q1 		$3K Buy
+154
New +$2.92K ﹤0.01% 651

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's CADE Position: Q2 2020 in Review

Howe & Rusling sold out of Cadence Bancorporation (CADE) in Q2 2020, closing a stake of 136 shares — an estimated $1K sold.

Howe & Rusling first reported a position in CADE in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 213 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

  • Howe & Rusling reported no remaining Cadence Bancorporation position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 136 Cadence Bancorporation shares in Q2 2020, an estimated $1K.
  • Howe & Rusling first reported a position in Cadence Bancorporation in Q1 2019 and held it in 5 quarters.
  • Howe & Rusling's Cadence Bancorporation position peaked at $3K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.