Summit Trail Advisors’s Cadence Bank 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 Q1	–	Sell	-375	Closed	-$13K	–	612
2017 Q4	$13K	Buy	+375	New	+$12K	﹤0.01%	1149

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's CADE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Cadence Bank (CADE) in Q1 2018, closing a stake of 375 shares — an estimated $13K sold.

Summit Trail Advisors first reported a position in CADE in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 191 funds tracked by Wall St. Rank hold CADE as of Q1 2018.

Summit Trail Advisors reported no remaining Cadence Bank position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 375 Cadence Bank shares in Q1 2018, an estimated $13K.
Summit Trail Advisors first reported a position in Cadence Bank in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Cadence Bank position peaked at $13K in Q4 2017.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.