UCFA
CADE

United Capital Financial Advisors’s Cadence Bancorporation CADE Stock Holding History

United Capital Financial 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
-171,660
Closed -$3.77M – 1271
2021
Q3 		$3.77M Sell
171,660
-5,000
-3% -$102K 0.02% 415
2021
Q2 		$3.69M Sell
176,660
-100,005
-36% -$2.19M 0.02% 422
2021
Q1 		$5.74M Sell
276,665
-100,000
-27% -$2.04M 0.03% 342
2020
Q4 		$6.18M Sell
376,665
-49,995
-12% -$663K 0.04% 316
2020
Q3 		$3.67M Sell
426,660
-50,000
-10% -$432K 0.02% 388
2020
Q2 		$4.22M Sell
476,660
-794
-0.2% -$5.67K 0.03% 389
2020
Q1 		$3.13M Buy
477,454
+5
+0% +$69 0.03% 408
2019
Q4 		$8.66M Sell
477,449
-49,077
-9% -$820K 0.06% 325
2019
Q3 		$9.23M Sell
526,526
-19,445
-4% -$333K 0.06% 301
2019
Q2 		$11.2M Buy
545,971
+518,058
+1,856% +$10.7M 0.07% 275
2019
Q1 		$520K Buy
27,913
+8,541
+44% +$162K ﹤0.01% 969
2018
Q4 		$325K Buy
19,372
+1,104
+6% +$23.4K ﹤0.01% 1039
2018
Q3 		$477K Buy
18,268
+1,389
+8% +$39K ﹤0.01% 984
2018
Q2 		$487K Buy
+16,879
New +$491K ﹤0.01% 953

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

United Capital Financial Advisors's CADE Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Cadence Bancorporation (CADE) in Q4 2021, closing a stake of 171,660 shares — an estimated $3.77M sold.

United Capital Financial Advisors first reported a position in CADE in Q2 2018 and held it in 14 quarters. The position peaked at $11.2M in Q2 2019. 4 funds tracked by Wall St. Rank hold CADE as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Cadence Bancorporation position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 171,660 Cadence Bancorporation shares in Q4 2021, an estimated $3.77M.
  • United Capital Financial Advisors first reported a position in Cadence Bancorporation in Q2 2018 and held it in 14 quarters.
  • United Capital Financial Advisors's Cadence Bancorporation position peaked at $11.2M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.