STA
CADE

Summit Trail Advisors’s Cadence Bancorporation CADE Stock Holding History

Summit Trail 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
2018
Q4 		– Sell
-5,140
Closed -$134K – 283
2018
Q3 		$134K Buy
5,140
+849
+20% +$23.8K 0.03% 234
2018
Q2 		$124K Buy
+4,291
New +$125K 0.04% 186

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Summit Trail Advisors's CADE Position: Q4 2018 in Review

Summit Trail Advisors sold out of Cadence Bancorporation (CADE) in Q4 2018, closing a stake of 5,140 shares — an estimated $134K sold.

Summit Trail Advisors first reported a position in CADE in Q2 2018 and held it in 2 quarters. The position peaked at $134K in Q3 2018. 185 funds tracked by Wall St. Rank hold CADE as of Q4 2018.

  • Summit Trail Advisors reported no remaining Cadence Bancorporation position as of Q4 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 5,140 Cadence Bancorporation shares in Q4 2018, an estimated $134K.
  • Summit Trail Advisors first reported a position in Cadence Bancorporation in Q2 2018 and held it in 2 quarters.
  • Summit Trail Advisors's Cadence Bancorporation position peaked at $134K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2018.

Based on Summit Trail Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.