CCM
NRCIB

Cadence Capital Management’s National Research Corp Class B NRCIB Stock Holding History

Cadence Capital Management’s Portfolio NRCIB Stock Details NRCIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,833
Closed -$204K – 676
2013
Q3 		$204K Sell
6,833
-1,392
-17% -$47.2K 0.01% 600
2013
Q2 		$287K Buy
+8,225
New +$290K 0.01% 368

Other funds holding NRCIB

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Spitfire Capital Mill Valley, California $77.1M AUM 13.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QCMNJ
Quantum Capital Management (New Jersey) Northfield, New Jersey $781M AUM 4.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Cadence Capital Management's NRCIB Position: Q4 2013 in Review

Cadence Capital Management sold out of National Research Corp Class B (NRCIB) in Q4 2013, closing a stake of 6,833 shares — an estimated $204K sold.

Cadence Capital Management first reported a position in NRCIB in Q2 2013 and held it in 2 quarters. The position peaked at $287K in Q2 2013. 33 funds tracked by Wall St. Rank hold NRCIB as of Q4 2013.

  • Cadence Capital Management reported no remaining National Research Corp Class B position as of Q4 2013 after selling out during the quarter.
  • Cadence Capital Management sold 6,833 National Research Corp Class B shares in Q4 2013, an estimated $204K.
  • Cadence Capital Management first reported a position in National Research Corp Class B in Q2 2013 and held it in 2 quarters.
  • Cadence Capital Management's National Research Corp Class B position peaked at $287K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held National Research Corp Class B as of Q4 2013.

Based on Cadence Capital Management's 13F filing for Q4 2013, filed 31 Jan 2014.