LWM
CADE

Lenox Wealth Management’s Cadence Bancorporation CADE Stock Holding History

Lenox Wealth Management’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
Q3 		– Sell
-780
Closed -$16K – 755
2019
Q2 		$16K Buy
780
+71
+10% +$1.46K ﹤0.01% 379
2019
Q1 		$13K Buy
709
+680
+2,345% +$12.9K ﹤0.01% 420
2018
Q4 		$3K Buy
29
+27
+1,350% +$573 ﹤0.01% 531
2018
Q3 		$2K Sell
2
-409
-100% -$11.5K ﹤0.01% 599
2018
Q2 		$12K Buy
+411
New +$12K ﹤0.01% 355

Other funds holding CADE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Lenox Wealth Management's CADE Position: Q3 2019 in Review

Lenox Wealth Management sold out of Cadence Bancorporation (CADE) in Q3 2019, closing a stake of 780 shares — an estimated $16K sold.

Lenox Wealth Management first reported a position in CADE in Q2 2018 and held it in 5 quarters. The position peaked at $16K in Q2 2019. 221 funds tracked by Wall St. Rank hold CADE as of Q3 2019.

  • Lenox Wealth Management reported no remaining Cadence Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 780 Cadence Bancorporation shares in Q3 2019, an estimated $16K.
  • Lenox Wealth Management first reported a position in Cadence Bancorporation in Q2 2018 and held it in 5 quarters.
  • Lenox Wealth Management's Cadence Bancorporation position peaked at $16K in Q2 2019.
  • 221 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.