TWA
CADE

TCI Wealth Advisors’s Cadence Bancorporation CADE Stock Holding History

TCI Wealth 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
2021
Q4 		– Sell
-764
Closed -$17K – 2657
2021
Q3 		$17K Buy
764
+87
+13% +$1.78K ﹤0.01% 773
2021
Q2 		$14K Buy
677
+115
+20% +$2.52K ﹤0.01% 776
2021
Q1 		$12K Buy
562
+160
+40% +$3.26K 0.01% 791
2020
Q4 		$7K Hold
402
– – ﹤0.01% 786
2020
Q3 		$3K Hold
402
– – ﹤0.01% 1061
2020
Q2 		$4K Buy
402
+119
+42% +$850 ﹤0.01% 860
2020
Q1 		$2K Buy
283
+173
+157% +$2.39K ﹤0.01% 1164
2019
Q4 		$2K Hold
110
– – ﹤0.01% 1267
2019
Q3 		$2K Buy
+110
New +$1.88K ﹤0.01% 1206

Other funds holding CADE

GFI
Global Frontier Investments Charleston, South Carolina $732M AUM 8.6% 1-Year Est. Return
EM
ELCO Management New York $208M AUM 23.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return