JOYN Advisors’s Cadence Bank CADE Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-393	Closed	-$10K	–	300
2018 Q4	$10K	Buy	393 +311	+379%	+$9.04K	﹤0.01%	958
2018 Q3	$3K	Buy	82 +12	+17%	+$408	﹤0.01%	1319
2018 Q2	$2K	Hold	70	–	–	﹤0.01%	1386
2018 Q1	$2K	Buy	+70	New	+$2.3K	﹤0.01%	1046

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's CADE Position: Q1 2019 in Review

JOYN Advisors sold out of Cadence Bank (CADE) in Q1 2019, closing a stake of 393 shares — an estimated $10K sold.

JOYN Advisors first reported a position in CADE in Q1 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 201 funds tracked by Wall St. Rank hold CADE as of Q1 2019.

JOYN Advisors reported no remaining Cadence Bank position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 393 Cadence Bank shares in Q1 2019, an estimated $10K.
JOYN Advisors first reported a position in Cadence Bank in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Cadence Bank position peaked at $10K in Q4 2018.
201 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.