B
CADE

BancorpSouth’s Cadence Bank CADE Stock Holding History

BancorpSouth’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
Q3 		$21.5M Sell
671,585
-31,904
-5% -$954K 2.12% 13
2017
Q2 		$21.5M Buy
703,489
+2,117
+0.3% +$63.5K 2.18% 12
2017
Q1 		$21.2M Buy
701,372
+56,170
+9% +$1.72M 2.23% 12
2016
Q4 		$20M Sell
645,202
-116,312
-15% -$3.12M 2.22% 12
2016
Q3 		$17.7M Buy
761,514
+1,957
+0.3% +$46.5K 1.91% 13
2016
Q2 		$17.2M Buy
759,557
+1,506
+0.2% +$34K 1.92% 12
2016
Q1 		$16.2M Sell
758,051
-4,084
-0.5% -$84.8K 1.93% 12
2015
Q4 		$18.3M Sell
762,135
-16,094
-2% -$403K 2.26% 12
2015
Q3 		$18.5M Sell
778,229
-7,280
-0.9% -$179K 2.37% 11
2015
Q2 		$20.2M Sell
785,509
-8,116
-1% -$200K 2.27% 11
2015
Q1 		$18.4M Sell
793,625
-3,193
-0.4% -$69.6K 1.98% 11
2014
Q4 		$17.9M Sell
796,818
-44,545
-5% -$967K 1.95% 11
2014
Q3 		$16.9M Buy
841,363
+51,181
+6% +$1.11M 1.82% 11
2014
Q2 		$19.4M Buy
790,182
+13,945
+2% +$332K 2% 11
2014
Q1 		$19.4M Buy
776,237
+11,082
+1% +$270K 2.11% 11
2013
Q4 		$19.5M Sell
765,155
-22,821
-3% -$520K 2.14% 11
2013
Q3 		$15.7M Sell
787,976
-18,600
-2% -$365K 1.84% 11
2013
Q2 		$14.3M Buy
+806,576
New +$13.3M 1.73% 10

Other funds holding CADE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BancorpSouth's CADE Position: Q3 2017 in Review

BancorpSouth reduced its Cadence Bank (CADE) stake by 4.5% in Q3 2017, selling an estimated $954K and leaving 671,585 shares worth $21.5M. The position accounts for 2.12% of the portfolio, ranked #13.

BancorpSouth first reported a position in CADE in Q2 2013 and has held it in 18 quarters since. 181 funds tracked by Wall St. Rank hold CADE as of Q3 2017.

  • BancorpSouth held 671,585 shares of Cadence Bank worth $21.5M as of Q3 2017.
  • BancorpSouth sold 31,904 Cadence Bank shares in Q3 2017, an estimated $954K.
  • Cadence Bank made up 2.12% of BancorpSouth's portfolio in Q3 2017, its #13 holding.
  • BancorpSouth first reported a position in Cadence Bank in Q2 2013 and has held it in 18 quarters since.
  • 181 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.