MFG
CADE

Magnus Financial Group’s Cadence Bank CADE Stock Holding History

Magnus Financial Group’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
2020
Q2 		– Sell
-11,176
Closed -$211K – 694
2020
Q1 		$211K Buy
11,176
+52
+0.5% +$1.37K 0.03% 442
2019
Q4 		$349K Hold
11,124
– – 0.05% 240
2019
Q3 		$329K Hold
11,124
– – 0.06% 218
2019
Q2 		$323K Hold
11,124
– – 0.06% 218
2019
Q1 		$314K Hold
11,124
– – 0.06% 222
2018
Q4 		$291K Buy
+11,124
New +$324K 0.08% 187

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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnus Financial Group's CADE Position: Q2 2020 in Review

Magnus Financial Group sold out of Cadence Bank (CADE) in Q2 2020, closing a stake of 11,176 shares — an estimated $211K sold.

Magnus Financial Group first reported a position in CADE in Q4 2018 and held it in 6 quarters. The position peaked at $349K in Q4 2019. 185 funds tracked by Wall St. Rank hold CADE as of Q2 2020.

  • Magnus Financial Group reported no remaining Cadence Bank position as of Q2 2020 after selling out during the quarter.
  • Magnus Financial Group sold 11,176 Cadence Bank shares in Q2 2020, an estimated $211K.
  • Magnus Financial Group first reported a position in Cadence Bank in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Cadence Bank position peaked at $349K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2020.

Based on Magnus Financial Group's 13F filing for Q2 2020, filed 11 Aug 2020.