Next Capital Management’s Cadence Bank CADE Stock Holding History

Next 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
2019 Q3	–	Sell	-153	Closed	-$4K	–	337
2019 Q2	$4K	Buy	+153	New	+$4.44K	﹤0.01%	682

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Capital Management's CADE Position: Q3 2019 in Review

Next Capital Management sold out of Cadence Bank (CADE) in Q3 2019, closing a stake of 153 shares — an estimated $4K sold.

Next Capital Management first reported a position in CADE in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 191 funds tracked by Wall St. Rank hold CADE as of Q3 2019.

Next Capital Management reported no remaining Cadence Bank position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 153 Cadence Bank shares in Q3 2019, an estimated $4K.
Next Capital Management first reported a position in Cadence Bank in Q2 2019 and held it in 1 quarter.
Next Capital Management's Cadence Bank position peaked at $4K in Q2 2019.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.