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 $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return