WFG Advisors’s Cadence Bank CADE Stock Holding History

WFG 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
2017 Q2	$45K	Buy	+1,468	New	+$44K	0.01%	721
2014 Q1	–	Sell	-1,468	Closed	-$37K	–	2007
2013 Q4	$37K	Hold	1,468	–	–	0.01%	1108
2013 Q3	$29K	Hold	1,468	–	–	﹤0.01%	1114
2013 Q2	$26K	Buy	+1,468	New	+$24.2K	﹤0.01%	1109

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

WFG Advisors's CADE Position: Q2 2017 in Review

WFG Advisors opened a new position in Cadence Bank (CADE) in Q2 2017: 1,468 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: WFG Advisors previously reported a position in CADE as recently as Q4 2013.

WFG Advisors first reported a position in CADE in Q2 2013 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold CADE as of Q2 2017.

WFG Advisors held 1,468 shares of Cadence Bank worth $45K as of Q2 2017.
Cadence Bank was a new WFG Advisors position in Q2 2017.
Cadence Bank made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #721 holding.
WFG Advisors first reported a position in Cadence Bank in Q2 2013 and has held it in 4 quarters since.
183 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.