DIA
CADE

Dana Investment Advisors’s Cadence Bank CADE Stock Holding History

Dana Investment Advisors’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
2016
Q1 		– Sell
-1,666
Closed -$1.67K – 273
2015
Q4 		$1.67K Sell
1,666
-62,106
-97% -$1.56M 0.08% 157
2015
Q3 		$1.52M Sell
63,772
-9,966
-14% -$245K 0.07% 149
2015
Q2 		$1.9M Buy
73,738
+19,303
+35% +$476K 0.09% 142
2015
Q1 		$1.26M Buy
54,435
+1,370
+3% +$29.9K 0.06% 160
2014
Q4 		$1.19M Buy
53,065
+480
+0.9% +$10.4K 0.05% 159
2014
Q3 		$1.06M Buy
52,585
+11,356
+28% +$247K 0.06% 157
2014
Q2 		$1.01M Buy
+41,229
New +$980K 0.06% 157

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dana Investment Advisors's CADE Position: Q1 2016 in Review

Dana Investment Advisors sold out of Cadence Bank (CADE) in Q1 2016, closing a stake of 1,666 shares — an estimated $1.67K sold.

Dana Investment Advisors first reported a position in CADE in Q2 2014 and held it in 7 quarters. The position peaked at $1.9M in Q2 2015. 160 funds tracked by Wall St. Rank hold CADE as of Q1 2016.

  • Dana Investment Advisors reported no remaining Cadence Bank position as of Q1 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 1,666 Cadence Bank shares in Q1 2016, an estimated $1.67K.
  • Dana Investment Advisors first reported a position in Cadence Bank in Q2 2014 and held it in 7 quarters.
  • Dana Investment Advisors's Cadence Bank position peaked at $1.9M in Q2 2015.
  • 160 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2016.

Based on Dana Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.