New Capital Management’s Cadence Bank CADE Stock Holding History

New Capital 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
2020 Q1	–	Sell	-589	Closed	-$19K	–	105
2019 Q4	$19K	Buy	+589	New	+$18.2K	0.03%	93

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

New Capital Management's CADE Position: Q1 2020 in Review

New Capital Management sold out of Cadence Bank (CADE) in Q1 2020, closing a stake of 589 shares — an estimated $19K sold.

New Capital Management first reported a position in CADE in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 195 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

New Capital Management reported no remaining Cadence Bank position as of Q1 2020 after selling out during the quarter.
New Capital Management sold 589 Cadence Bank shares in Q1 2020, an estimated $19K.
New Capital Management first reported a position in Cadence Bank in Q4 2019 and held it in 1 quarter.
New Capital Management's Cadence Bank position peaked at $19K in Q4 2019.
195 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2020.

Based on New Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.