NGA
CADE

Naples Global Advisors’s Cadence Bancorporation CADE Stock Holding History

Naples Global 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
2020
Q1 		– Sell
-16,716
Closed -$303K – 346
2019
Q4 		$303K Buy
16,716
+6,381
+62% +$107K 0.06% 270
2019
Q3 		$181K Buy
+10,335
New +$177K 0.04% 306

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Naples Global Advisors's CADE Position: Q1 2020 in Review

Naples Global Advisors sold out of Cadence Bancorporation (CADE) in Q1 2020, closing a stake of 16,716 shares — an estimated $303K sold.

Naples Global Advisors first reported a position in CADE in Q3 2019 and held it in 2 quarters. The position peaked at $303K in Q4 2019. 214 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

  • Naples Global Advisors reported no remaining Cadence Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Naples Global Advisors sold 16,716 Cadence Bancorporation shares in Q1 2020, an estimated $303K.
  • Naples Global Advisors first reported a position in Cadence Bancorporation in Q3 2019 and held it in 2 quarters.
  • Naples Global Advisors's Cadence Bancorporation position peaked at $303K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2020.

Based on Naples Global Advisors's 13F filing for Q1 2020, filed 27 Apr 2020.