SHWM
CADE

Smith & Howard Wealth Management’s Cadence Bancorporation CADE Stock Holding History

Smith & Howard Wealth Management’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
Q4 		– Sell
-12,670
Closed -$222K – 92
2019
Q3 		$222K Buy
+12,670
New +$217K 0.09% 65

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
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smith & Howard Wealth Management's CADE Position: Q4 2019 in Review

Smith & Howard Wealth Management sold out of Cadence Bancorporation (CADE) in Q4 2019, closing a stake of 12,670 shares — an estimated $222K sold.

Smith & Howard Wealth Management first reported a position in CADE in Q3 2019 and held it in 1 quarter. The position peaked at $222K in Q3 2019. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Smith & Howard Wealth Management reported no remaining Cadence Bancorporation position as of Q4 2019 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 12,670 Cadence Bancorporation shares in Q4 2019, an estimated $222K.
  • Smith & Howard Wealth Management first reported a position in Cadence Bancorporation in Q3 2019 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Cadence Bancorporation position peaked at $222K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.