KA
CADE

Kaizen Advisory’s Cadence Bancorporation CADE Stock Holding History

Kaizen Advisory’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
2018
Q4 		$506K Sell
30,152
-5,968
-17% -$127K 0.35% 118
2018
Q3 		$943K Buy
+36,120
New +$1.01M 0.49% 92

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Kaizen Advisory's CADE Position: Q4 2018 in Review

Kaizen Advisory reduced its Cadence Bancorporation (CADE) stake by 17% in Q4 2018, selling an estimated $127K and leaving 30,152 shares worth $506K. The position accounts for 0.35% of the portfolio, ranked #118.

Kaizen Advisory first reported a position in CADE in Q3 2018 and has held it in 2 quarters since. The position peaked at $943K in Q3 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Kaizen Advisory held 30,152 shares of Cadence Bancorporation worth $506K as of Q4 2018.
  • Kaizen Advisory sold 5,968 Cadence Bancorporation shares in Q4 2018, an estimated $127K.
  • Cadence Bancorporation made up 0.35% of Kaizen Advisory's portfolio in Q4 2018, its #118 holding.
  • Kaizen Advisory first reported a position in Cadence Bancorporation in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Cadence Bancorporation position peaked at $943K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.