MYIA
CADE

Mount Yale Investment Advisors’s Cadence Bancorporation CADE Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-4,782
Closed -$104K – 956
2018
Q3 		$104K Buy
+4,782
New +$134K 0.02% 432

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Mount Yale Investment Advisors's CADE Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Cadence Bancorporation (CADE) in Q4 2018, closing a stake of 4,782 shares — an estimated $104K sold.

Mount Yale Investment Advisors first reported a position in CADE in Q3 2018 and held it in 1 quarter. The position peaked at $104K in Q3 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Cadence Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,782 Cadence Bancorporation shares in Q4 2018, an estimated $104K.
  • Mount Yale Investment Advisors first reported a position in Cadence Bancorporation in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Cadence Bancorporation position peaked at $104K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.