KI
CADE

Koch Industries’s Cadence Bank CADE Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-21,965
Closed -$698K – 99
2018
Q1 		$698K Buy
21,965
+2,702
+14% +$88.9K 0.07% 245
2017
Q4 		$606K Buy
19,263
+11,605
+152% +$373K 0.09% 185
2017
Q3 		$246K Buy
+7,658
New +$229K 0.06% 364

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Koch Industries's CADE Position: Q2 2018 in Review

Koch Industries sold out of Cadence Bank (CADE) in Q2 2018, closing a stake of 21,965 shares — an estimated $698K sold.

Koch Industries first reported a position in CADE in Q3 2017 and held it in 3 quarters. The position peaked at $698K in Q1 2018. 182 funds tracked by Wall St. Rank hold CADE as of Q2 2018.

  • Koch Industries reported no remaining Cadence Bank position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 21,965 Cadence Bank shares in Q2 2018, an estimated $698K.
  • Koch Industries first reported a position in Cadence Bank in Q3 2017 and held it in 3 quarters.
  • Koch Industries's Cadence Bank position peaked at $698K in Q1 2018.
  • 182 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.