SC
CADE

Southside Capital’s Cadence Bancorporation CADE Stock Holding History

Southside Capital’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 		$6.36M Sell
350,569
-49,431
-12% -$826K 1.66% 29
2019
Q3 		$7.02M Buy
400,000
+50,354
+14% +$862K 1.91% 24
2019
Q2 		$7.27M Sell
349,646
-150,000
-30% -$3.08M 2.13% 25
2019
Q1 		$9.27M Sell
499,646
-15,453
-3% -$294K 3.79% 2
2018
Q4 		$8.64M Buy
+515,099
New +$10.9M 5.35% 1

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

Southside Capital's CADE Position: Q4 2019 in Review

Southside Capital reduced its Cadence Bancorporation (CADE) stake by 12% in Q4 2019, selling an estimated $826K and leaving 350,569 shares worth $6.36M. The position accounts for 1.66% of the portfolio, ranked #29.

Southside Capital first reported a position in CADE in Q4 2018 and has held it in 5 quarters since. The position peaked at $9.27M in Q1 2019. 232 funds tracked by Wall St. Rank hold CADE as of Q4 2019.

  • Southside Capital held 350,569 shares of Cadence Bancorporation worth $6.36M as of Q4 2019.
  • Southside Capital sold 49,431 Cadence Bancorporation shares in Q4 2019, an estimated $826K.
  • Cadence Bancorporation made up 1.66% of Southside Capital's portfolio in Q4 2019, its #29 holding.
  • Southside Capital first reported a position in Cadence Bancorporation in Q4 2018 and has held it in 5 quarters since.
  • Southside Capital's Cadence Bancorporation position peaked at $9.27M in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.