SW
CADE

SVB Wealth’s Cadence Bancorporation CADE Stock Holding History

SVB Wealth’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
-11,558
Closed -$210K – 702
2019
Q4 		$210K Sell
11,558
-10,878
-48% -$182K ﹤0.01% 566
2019
Q3 		$394K Sell
22,436
-1,141
-5% -$19.5K 0.01% 404
2019
Q2 		$490K Sell
23,577
-1,867
-7% -$38.4K 0.02% 391
2019
Q1 		$472K Buy
+25,444
New +$483K 0.02% 304

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

SVB Wealth's CADE Position: Q1 2020 in Review

SVB Wealth sold out of Cadence Bancorporation (CADE) in Q1 2020, closing a stake of 11,558 shares — an estimated $210K sold.

SVB Wealth first reported a position in CADE in Q1 2019 and held it in 4 quarters. The position peaked at $490K in Q2 2019. 214 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

  • SVB Wealth reported no remaining Cadence Bancorporation position as of Q1 2020 after selling out during the quarter.
  • SVB Wealth sold 11,558 Cadence Bancorporation shares in Q1 2020, an estimated $210K.
  • SVB Wealth first reported a position in Cadence Bancorporation in Q1 2019 and held it in 4 quarters.
  • SVB Wealth's Cadence Bancorporation position peaked at $490K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2020.

Based on SVB Wealth's 13F filing for Q1 2020, filed 11 May 2020.