PMFA
CADE

Plante Moran Financial Advisors’s Cadence Bancorporation CADE Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-1,135
Closed -$25K – 1142
2021
Q3 		$25K Hold
1,135
– – 0.01% 519
2021
Q2 		$24K Hold
1,135
– – 0.01% 531
2021
Q1 		$24K Hold
1,135
– – 0.01% 522
2020
Q4 		$19K Hold
1,135
– – 0.01% 545
2020
Q3 		$10K Hold
1,135
– – ﹤0.01% 619
2020
Q2 		$10K Hold
1,135
– – ﹤0.01% 527
2020
Q1 		$7K Hold
1,135
– – ﹤0.01% 543
2019
Q4 		$21K Hold
1,135
– – 0.01% 462
2019
Q3 		$20K Hold
1,135
– – 0.01% 509
2019
Q2 		$24K Hold
1,135
– – 0.01% 459
2019
Q1 		$21K Buy
+1,135
New +$21.6K 0.01% 465

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