OFG
CADE

OTA Financial Group’s Cadence Bancorporation CADE Stock Holding History

OTA 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
2021
Q4 		– Sell
-19,137
Closed -$420K – 121
2021
Q3 		$420K Buy
19,137
+7,536
+65% +$154K 0.51% 37
2021
Q2 		$242K Buy
+11,601
New +$254K 0.27% 75
2019
Q1 		– Sell
-16,975
Closed -$284K – 83
2018
Q4 		$284K Sell
16,975
-84,849
-83% -$1.8M 0.13% 56
2018
Q3 		$2.94M Hold
101,824
– – 1.22% 12
2018
Q2 		$2.94M Buy
+101,824
New +$2.96M 1.12% 15

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $581M AUM 8.55% 1-Year Est. Return
EM
ELCO Management New York $232M AUM 29.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

OTA Financial Group's CADE Position: Q4 2021 in Review

OTA Financial Group sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 19,137 shares — an estimated $420K sold.

OTA Financial Group first reported a position in CADE in Q2 2018 and held it in 5 quarters. The position peaked at $2.94M in Q3 2018. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • OTA Financial Group reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • OTA Financial Group sold 19,137 Cadence Bancorporation shares in Q4 2021, an estimated $420K.
  • OTA Financial Group first reported a position in Cadence Bancorporation in Q2 2018 and held it in 5 quarters.
  • OTA Financial Group's Cadence Bancorporation position peaked at $2.94M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on OTA Financial Group's 13F filing for Q4 2021, filed 28 Jan 2022.