Howe & Rusling’s Cadence Bank 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	-112	Closed	-$2K	–	815
2020 Q1	$2K	Sell	112 -3	-3%	-$79	﹤0.01%	619
2019 Q4	$4K	Hold	115	–	–	﹤0.01%	575
2019 Q3	$3K	Hold	115	–	–	﹤0.01%	617
2019 Q2	$3K	Sell	115 -8	-7%	-$232	﹤0.01%	589
2019 Q1	$3K	Sell	123 -9	-7%	-$267	﹤0.01%	597
2018 Q4	$3K	Buy	132 +39	+42%	+$1.13K	﹤0.01%	602
2018 Q3	$3K	Hold	93	–	–	﹤0.01%	661
2018 Q2	$3K	Hold	93	–	–	﹤0.01%	600
2018 Q1	$3K	Buy	+93	New	+$3.06K	﹤0.01%	680
2017 Q4	–	Sell	-110	Closed	-$4K	–	844
2017 Q3	$4K	Hold	110	–	–	﹤0.01%	608
2017 Q2	$3K	Hold	110	–	–	﹤0.01%	705
2017 Q1	$3K	Sell	110 -15	-12%	-$460	﹤0.01%	740
2016 Q4	$4K	Hold	125	–	–	﹤0.01%	709
2016 Q3	$3K	Buy	+125	New	+$2.97K	﹤0.01%	754

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Bank (CADE) in Q2 2020, closing a stake of 112 shares — an estimated $2K sold.

Howe & Rusling first reported a position in CADE in Q3 2016 and held it in 14 quarters. The position peaked at $4K in Q4 2019. 185 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

Howe & Rusling reported no remaining Cadence Bank position as of Q2 2020 after selling out during the quarter.
Howe & Rusling sold 112 Cadence Bank shares in Q2 2020, an estimated $2K.
Howe & Rusling first reported a position in Cadence Bank in Q3 2016 and held it in 14 quarters.
Howe & Rusling's Cadence Bank position peaked at $4K in Q4 2019.
185 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2020.

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