Next Financial Group’s Cadence Bancorporation CADE Stock Holding History

Next 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 Q1	–	Sell	-134	Closed	-$2K	–	2553
2019 Q4	$2K	Buy	+134	New	+$2.24K	﹤0.01%	2242
2019 Q3	–	Sell	-132	Closed	-$3K	–	2526
2019 Q2	$3K	Hold	132	–	–	﹤0.01%	2080
2019 Q1	$2K	Buy	+132	New	+$2.51K	﹤0.01%	1527

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

Next Financial Group's CADE Position: Q1 2020 in Review

Next Financial Group sold out of Cadence Bancorporation (CADE) in Q1 2020, closing a stake of 134 shares — an estimated $2K sold.

Next Financial Group first reported a position in CADE in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 214 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

Next Financial Group reported no remaining Cadence Bancorporation position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 134 Cadence Bancorporation shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in Cadence Bancorporation in Q1 2019 and held it in 3 quarters.
Next Financial Group's Cadence Bancorporation position peaked at $3K in Q2 2019.
214 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.