JMPWA
CADE

JP Morgan Private Wealth Advisors’s Cadence Bank CADE Stock Holding History

JP Morgan Private Wealth 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
2017
Q2 		– Sell
-29,360
Closed -$889K – 1248
2017
Q1 		$889K Sell
29,360
-640
-2% -$19.6K 0.01% 668
2016
Q4 		$931K Buy
30,000
+2,570
+9% +$68.8K 0.01% 612
2016
Q3 		$636K Hold
27,430
– – 0.01% 709
2016
Q2 		$623K Buy
27,430
+4,060
+17% +$91.7K 0.01% 711
2016
Q1 		$497K Buy
23,370
+4,930
+27% +$102K ﹤0.01% 759
2015
Q4 		$442K Buy
18,440
+1,680
+10% +$42.1K ﹤0.01% 732
2015
Q3 		$398K Sell
16,760
-79
-0.5% -$1.95K 0.01% 702
2015
Q2 		$434K Buy
16,839
+1,520
+10% +$37.5K 0.01% 722
2015
Q1 		$356K Buy
15,319
+1,750
+13% +$38.1K ﹤0.01% 828
2014
Q4 		$306K Sell
13,569
-40
-0.3% -$869 ﹤0.01% 865
2014
Q3 		$274K Sell
13,609
-4,479
-25% -$97.3K ﹤0.01% 871
2014
Q2 		$444K Buy
18,088
+1,292
+8% +$30.7K 0.01% 598
2014
Q1 		$419K Buy
+16,796
New +$409K 0.01% 622

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CADE Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of Cadence Bank (CADE) in Q2 2017, closing a stake of 29,360 shares — an estimated $889K sold.

JP Morgan Private Wealth Advisors first reported a position in CADE in Q1 2014 and held it in 13 quarters. The position peaked at $931K in Q4 2016. 183 funds tracked by Wall St. Rank hold CADE as of Q2 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Cadence Bank position as of Q2 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 29,360 Cadence Bank shares in Q2 2017, an estimated $889K.
  • JP Morgan Private Wealth Advisors first reported a position in Cadence Bank in Q1 2014 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Cadence Bank position peaked at $931K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.