Proficio Capital Partners’s Cadence Bank 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	-144	Closed	-$4K	–	356
2019 Q2	$4K	Buy	+144	New	+$4.18K	﹤0.01%	1269

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Proficio Capital Partners sold out of Cadence Bank (CADE) in Q3 2019, closing a stake of 144 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in CADE in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 191 funds tracked by Wall St. Rank hold CADE as of Q3 2019.

Proficio Capital Partners reported no remaining Cadence Bank position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 144 Cadence Bank shares in Q3 2019, an estimated $4K.
Proficio Capital Partners first reported a position in Cadence Bank in Q2 2019 and held it in 1 quarter.
Proficio Capital Partners's Cadence Bank position peaked at $4K in Q2 2019.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2019.

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