Personal Wealth Partners’s Cadence Bank CADE Stock Holding History

Personal Wealth Partners’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	-5	Closed	–	–	138
2019 Q4	$0	Hold	5	–	–	﹤0.01%	521
2019 Q3	$0	Buy	+5	New	+$143	﹤0.01%	533

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Personal Wealth Partners's CADE Position: Q1 2020 in Review

Personal Wealth Partners sold out of Cadence Bank (CADE) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in CADE in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 195 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

Personal Wealth Partners reported no remaining Cadence Bank position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 5 Cadence Bank shares in Q1 2020.
Personal Wealth Partners first reported a position in Cadence Bank in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Cadence Bank position peaked at $0 in Q4 2019.
195 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.