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CADE

Wealthfront’s Cadence Bank CADE Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-871
Closed -$21K – 391
2015
Q3 		$21K Buy
871
+572
+191% +$14.1K ﹤0.01% 728
2015
Q2 		$8K Buy
299
+161
+117% +$3.97K ﹤0.01% 897
2015
Q1 		$3K Buy
138
+137
+13,700% +$2.99K ﹤0.01% 890
2014
Q4 		$0 Buy
+1
New +$22 ﹤0.01% 709

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthfront's CADE Position: Q4 2015 in Review

Wealthfront sold out of Cadence Bank (CADE) in Q4 2015, closing a stake of 871 shares — an estimated $21K sold.

Wealthfront first reported a position in CADE in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 178 funds tracked by Wall St. Rank hold CADE as of Q4 2015.

  • Wealthfront reported no remaining Cadence Bank position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 871 Cadence Bank shares in Q4 2015, an estimated $21K.
  • Wealthfront first reported a position in Cadence Bank in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Cadence Bank position peaked at $21K in Q3 2015.
  • 178 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.