WealthStone’s Cadence Bank CADE Stock Holding History

WealthStone’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 Q3	–	Sell	-91	Closed	-$2.64K	–	143
2019 Q2	$2.64K	Hold	91	–	–	﹤0.01%	476
2019 Q1	$3K	Buy	+91	New	+$2.7K	0.11%	30

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthStone's CADE Position: Q3 2019 in Review

WealthStone sold out of Cadence Bank (CADE) in Q3 2019, closing a stake of 91 shares — an estimated $2.64K sold.

WealthStone first reported a position in CADE in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 191 funds tracked by Wall St. Rank hold CADE as of Q3 2019.

WealthStone reported no remaining Cadence Bank position as of Q3 2019 after selling out during the quarter.
WealthStone sold 91 Cadence Bank shares in Q3 2019, an estimated $2.64K.
WealthStone first reported a position in Cadence Bank in Q1 2019 and held it in 2 quarters.
WealthStone's Cadence Bank position peaked at $3K in Q1 2019.
191 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.