RIA
CADE

Realta Investment Advisors’s Cadence Bancorporation CADE Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-242
Closed -$5K – 1646
2019
Q4 		$5K Hold
242
– – ﹤0.01% 1365
2019
Q3 		$5K Buy
+242
New +$4.14K ﹤0.01% 1354

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Realta Investment Advisors's CADE Position: Q1 2020 in Review

Realta Investment Advisors sold out of Cadence Bancorporation (CADE) in Q1 2020, closing a stake of 242 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in CADE in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 214 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

  • Realta Investment Advisors reported no remaining Cadence Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 242 Cadence Bancorporation shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in Cadence Bancorporation in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Cadence Bancorporation position peaked at $5K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.