LTFS
CADE

Ladenburg Thalmann Financial Services’s Cadence Bank CADE Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$130K Sell
4,073
-396
-9% -$12.2K ﹤0.01% 2825
2019
Q3 		$132K Buy
4,469
+1,563
+54% +$44.6K ﹤0.01% 2757
2019
Q2 		$84K Buy
2,906
+242
+9% +$7.02K ﹤0.01% 3090
2019
Q1 		$79K Buy
2,664
+818
+44% +$24.3K ﹤0.01% 3053
2018
Q4 		$48K Sell
1,846
-30
-2% -$872 ﹤0.01% 3270
2018
Q3 		$61K Sell
1,876
-18
-1% -$612 ﹤0.01% 3177
2018
Q2 		$60K Hold
1,894
– – ﹤0.01% 3130
2018
Q1 		$60K Sell
1,894
-136
-7% -$4.48K ﹤0.01% 3130
2017
Q4 		$64K Sell
2,030
-105
-5% -$3.37K ﹤0.01% 3051
2017
Q3 		$68K Sell
2,135
-92
-4% -$2.75K ﹤0.01% 2862
2017
Q2 		$68K Buy
2,227
+60
+3% +$1.8K ﹤0.01% 2786
2017
Q1 		$66K Buy
2,167
+168
+8% +$5.15K ﹤0.01% 2688
2016
Q4 		$62K Hold
1,999
– – ﹤0.01% 2684
2016
Q3 		$46K Sell
1,999
-268
-12% -$6.37K ﹤0.01% 2837
2016
Q2 		$51K Buy
2,267
+498
+28% +$11.2K ﹤0.01% 2657
2016
Q1 		$38K Sell
1,769
-805
-31% -$16.7K ﹤0.01% 2783
2015
Q4 		$62K Buy
2,574
+874
+51% +$21.9K ﹤0.01% 2405
2015
Q3 		$40K Sell
1,700
-134
-7% -$3.3K ﹤0.01% 2617
2015
Q2 		$47K Buy
1,834
+197
+12% +$4.86K ﹤0.01% 2627
2015
Q1 		$38K Buy
1,637
+86
+6% +$1.88K ﹤0.01% 2755
2014
Q4 		$35K Buy
1,551
+729
+89% +$15.8K ﹤0.01% 2586
2014
Q3 		$17K Hold
822
– – ﹤0.01% 2776
2014
Q2 		$20K Hold
822
– – ﹤0.01% 2654
2014
Q1 		$21K Hold
822
– – ﹤0.01% 2530
2013
Q4 		$21K Sell
822
-2
-0.2% -$46 ﹤0.01% 2499
2013
Q3 		$16K Buy
824
+822
+41,100% +$16.1K ﹤0.01% 2590
2013
Q2 		$0 Buy
+2
New +$33 ﹤0.01% 3615

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CADE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Cadence Bank (CADE) stake by 8.9% in Q4 2019, selling an estimated $12.2K and leaving 4,073 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Ladenburg Thalmann Financial Services first reported a position in CADE in Q2 2013 and has held it in 27 quarters since. The position peaked at $132K in Q3 2019. 221 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,073 shares of Cadence Bank worth $130K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 396 Cadence Bank shares in Q4 2019, an estimated $12.2K.
  • Cadence Bank made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2825 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Cadence Bank in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Cadence Bank position peaked at $132K in Q3 2019.
  • 221 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.