WAM
CADE

Wealthspire Advisors (Maryland)’s Cadence Bancorporation CADE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-300
Closed -$6K – 2544
2019
Q1 		$6K Buy
+300
New +$5.7K ﹤0.01% 1794

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CADE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cadence Bancorporation (CADE) in Q2 2019, closing a stake of 300 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in CADE in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 226 funds tracked by Wall St. Rank hold CADE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cadence Bancorporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Cadence Bancorporation shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Cadence Bancorporation in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Cadence Bancorporation position peaked at $6K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.