Luther King Capital Management (LKCM)
CADE

Luther King Capital Management (LKCM)’s Cadence Bancorporation CADE Stock Holding History

Luther King Capital Management (LKCM)’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
2020
Q1 		– Sell
-188,599
Closed -$3.42M – 553
2019
Q4 		$3.42M Sell
188,599
-17,702
-9% -$296K 0.02% 213
2019
Q3 		$3.62M Sell
206,301
-50,514
-20% -$865K 0.03% 205
2019
Q2 		$5.34M Buy
256,815
+2,683
+1% +$55.2K 0.04% 174
2019
Q1 		$4.71M Buy
254,132
+54,802
+27% +$1.04M 0.04% 184
2018
Q4 		$3.35M Buy
199,330
+22,915
+13% +$486K 0.03% 205
2018
Q3 		$4.61M Buy
176,415
+15,090
+9% +$423K 0.03% 195
2018
Q2 		$4.66M Sell
161,325
-17,635
-10% -$513K 0.04% 189
2018
Q1 		$4.87M Sell
178,960
-580
-0.3% -$16.2K 0.04% 184
2017
Q4 		$4.87M Sell
179,540
-7,355
-4% -$177K 0.04% 200
2017
Q3 		$4.28M Sell
186,895
-23,445
-11% -$513K 0.04% 202
2017
Q2 		$4.6M Buy
+210,340
New +$4.69M 0.04% 194

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Luther King Capital Management (LKCM)'s CADE Position: Q1 2020 in Review

Luther King Capital Management (LKCM) sold out of Cadence Bancorporation (CADE) in Q1 2020, closing a stake of 188,599 shares — an estimated $3.42M sold.

Luther King Capital Management (LKCM) first reported a position in CADE in Q2 2017 and held it in 11 quarters. The position peaked at $5.34M in Q2 2019. 214 funds tracked by Wall St. Rank hold CADE as of Q1 2020.

  • Luther King Capital Management (LKCM) reported no remaining Cadence Bancorporation position as of Q1 2020 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 188,599 Cadence Bancorporation shares in Q1 2020, an estimated $3.42M.
  • Luther King Capital Management (LKCM) first reported a position in Cadence Bancorporation in Q2 2017 and held it in 11 quarters.
  • Luther King Capital Management (LKCM)'s Cadence Bancorporation position peaked at $5.34M in Q2 2019.
  • 214 funds tracked by Wall St. Rank held Cadence Bancorporation as of Q1 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2020, filed 13 May 2020.