CCM
OKSB

Cadence Capital Management’s Southwest Bancorp Inc/OK OKSB Stock Holding History

Cadence Capital Management’s Portfolio OKSB Stock Details OKSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-63,420
Closed -$1.04M – 709
2014
Q3 		$1.04M Sell
63,420
-1,750
-3% -$28.4K 0.05% 394
2014
Q2 		$1.11M Buy
+65,170
New +$1.11M 0.05% 402

Other funds holding OKSB

ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Cadence Capital Management's OKSB Position: Q4 2014 in Review

Cadence Capital Management sold out of Southwest Bancorp Inc/OK (OKSB) in Q4 2014, closing a stake of 63,420 shares — an estimated $1.04M sold.

Cadence Capital Management first reported a position in OKSB in Q2 2014 and held it in 2 quarters. The position peaked at $1.11M in Q2 2014. 88 funds tracked by Wall St. Rank hold OKSB as of Q4 2014.

  • Cadence Capital Management reported no remaining Southwest Bancorp Inc/OK position as of Q4 2014 after selling out during the quarter.
  • Cadence Capital Management sold 63,420 Southwest Bancorp Inc/OK shares in Q4 2014, an estimated $1.04M.
  • Cadence Capital Management first reported a position in Southwest Bancorp Inc/OK in Q2 2014 and held it in 2 quarters.
  • Cadence Capital Management's Southwest Bancorp Inc/OK position peaked at $1.11M in Q2 2014.
  • 88 funds tracked by Wall St. Rank held Southwest Bancorp Inc/OK as of Q4 2014.

Based on Cadence Capital Management's 13F filing for Q4 2014, filed 3 Feb 2015.