OWA
CADE

One Wealth Advisors’s Cadence Bancorporation CADE Stock Holding History

One Wealth 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
2019
Q2 		– Sell
-3,326
Closed -$62K – 581
2019
Q1 		$62K Buy
+3,326
New +$63.2K 0.05% 220

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

One Wealth Advisors's CADE Position: Q2 2019 in Review

One Wealth Advisors sold out of Cadence Bancorporation (CADE) in Q2 2019, closing a stake of 3,326 shares — an estimated $62K sold.

One Wealth Advisors first reported a position in CADE in Q1 2019 and held it in 1 quarter. The position peaked at $62K in Q1 2019. 226 funds tracked by Wall St. Rank hold CADE as of Q2 2019.

  • One Wealth Advisors reported no remaining Cadence Bancorporation position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 3,326 Cadence Bancorporation shares in Q2 2019, an estimated $62K.
  • One Wealth Advisors first reported a position in Cadence Bancorporation in Q1 2019 and held it in 1 quarter.
  • One Wealth Advisors's Cadence Bancorporation position peaked at $62K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.