YWP
CADE

YorkBridge Wealth Partners’s Cadence Bancorporation CADE Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-1,300
Closed -$22K – 799
2018
Q4 		$22K Buy
1,300
+322
+33% +$6.83K 0.01% 451
2018
Q3 		$25K Buy
+978
New +$27.4K 0.01% 478

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

YorkBridge Wealth Partners's CADE Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Cadence Bancorporation (CADE) in Q1 2019, closing a stake of 1,300 shares — an estimated $22K sold.

YorkBridge Wealth Partners first reported a position in CADE in Q3 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2018. 240 funds tracked by Wall St. Rank hold CADE as of Q1 2019.

  • YorkBridge Wealth Partners reported no remaining Cadence Bancorporation position as of Q1 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,300 Cadence Bancorporation shares in Q1 2019, an estimated $22K.
  • YorkBridge Wealth Partners first reported a position in Cadence Bancorporation in Q3 2018 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Cadence Bancorporation position peaked at $25K in Q3 2018.
  • 240 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.