PCP
CADE

Proficio Capital Partners’s Cadence Bancorporation CADE Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-138
Closed -$3K – 1996
2019
Q2 		$3K Hold
138
– – ﹤0.01% 1490
2019
Q1 		$3K Buy
+138
New +$2.62K ﹤0.01% 1318

Other funds holding CADE

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Vanguard Group
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SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Proficio Capital Partners's CADE Position: Q3 2019 in Review

Proficio Capital Partners sold out of Cadence Bancorporation (CADE) in Q3 2019, closing a stake of 138 shares — an estimated $3K sold.

Proficio Capital Partners first reported a position in CADE in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 221 funds tracked by Wall St. Rank hold CADE as of Q3 2019.

  • Proficio Capital Partners reported no remaining Cadence Bancorporation position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 138 Cadence Bancorporation shares in Q3 2019, an estimated $3K.
  • Proficio Capital Partners first reported a position in Cadence Bancorporation in Q1 2019 and held it in 2 quarters.
  • Proficio Capital Partners's Cadence Bancorporation position peaked at $3K in Q2 2019.
  • 221 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.