LCP
CADE

Lombardia Capital Partners’s Cadence Bank CADE Stock Holding History

Lombardia Capital Partners’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
2014
Q1 		– Sell
-198,858
Closed -$5.05M – 225
2013
Q4 		$5.05M Sell
198,858
-40,729
-17% -$929K 0.14% 143
2013
Q3 		$4.78M Sell
239,587
-257,934
-52% -$5.06M 0.15% 126
2013
Q2 		$8.81M Buy
+497,521
New +$8.21M 0.29% 109

Other funds holding CADE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Lombardia Capital Partners's CADE Position: Q1 2014 in Review

Lombardia Capital Partners sold out of Cadence Bank (CADE) in Q1 2014, closing a stake of 198,858 shares — an estimated $5.05M sold.

Lombardia Capital Partners first reported a position in CADE in Q2 2013 and held it in 3 quarters. The position peaked at $8.81M in Q2 2013. 177 funds tracked by Wall St. Rank hold CADE as of Q1 2014.

  • Lombardia Capital Partners reported no remaining Cadence Bank position as of Q1 2014 after selling out during the quarter.
  • Lombardia Capital Partners sold 198,858 Cadence Bank shares in Q1 2014, an estimated $5.05M.
  • Lombardia Capital Partners first reported a position in Cadence Bank in Q2 2013 and held it in 3 quarters.
  • Lombardia Capital Partners's Cadence Bank position peaked at $8.81M in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2014.

Based on Lombardia Capital Partners's 13F filing for Q1 2014, filed 29 Apr 2014.