OAM
CADE

Oppenheimer Asset Management’s Cadence Bancorporation CADE Stock Holding History

Oppenheimer Asset 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
-50,858
Closed -$922K – 1713
2019
Q4 		$922K Sell
50,858
-3,047
-6% -$50.9K 0.02% 653
2019
Q3 		$945K Sell
53,905
-524
-1% -$8.97K 0.02% 623
2019
Q2 		$1.13M Sell
54,429
-1,763
-3% -$36.3K 0.03% 583
2019
Q1 		$1.04M Buy
56,192
+7,703
+16% +$146K 0.02% 598
2018
Q4 		$814K Sell
48,489
-13,417
-22% -$285K 0.02% 627
2018
Q3 		$1.62M Buy
61,906
+12,111
+24% +$340K 0.04% 479
2018
Q2 		$1.44M Sell
49,795
-427
-0.9% -$12.4K 0.04% 496
2018
Q1 		$1.37M Buy
+50,222
New +$1.4M 0.03% 502

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