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Cadence Capital Management’s Block Inc XYZ Stock Holding History

Cadence Capital Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-22,366
Closed -$525K – 734
2017
Q2 		$525K Sell
22,366
-19,782
-47% -$409K 0.04% 504
2017
Q1 		$728K Buy
42,148
+16,470
+64% +$258K 0.05% 432
2016
Q4 		$350K Buy
+25,678
New +$320K 0.02% 580
2016
Q2 		– Sell
-27,590
Closed -$422K – 664
2016
Q1 		$422K Buy
+27,590
New +$299K 0.03% 503

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cadence Capital Management's XYZ Position: Q3 2017 in Review

Cadence Capital Management sold out of Block Inc (XYZ) in Q3 2017, closing a stake of 22,366 shares — an estimated $525K sold.

Cadence Capital Management first reported a position in XYZ in Q1 2016 and held it in 4 quarters. The position peaked at $728K in Q1 2017. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Cadence Capital Management reported no remaining Block Inc position as of Q3 2017 after selling out during the quarter.
  • Cadence Capital Management sold 22,366 Block Inc shares in Q3 2017, an estimated $525K.
  • Cadence Capital Management first reported a position in Block Inc in Q1 2016 and held it in 4 quarters.
  • Cadence Capital Management's Block Inc position peaked at $728K in Q1 2017.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Cadence Capital Management's 13F filing for Q3 2017, filed 9 Nov 2017.