Massachusetts Financial Services
CADE

Massachusetts Financial Services’s Cadence Bank CADE Stock Holding History

Massachusetts Financial Services’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
2017
Q3 		– Sell
-10,914
Closed -$333K – 845
2017
Q2 		$333K Sell
10,914
-34,138
-76% -$1.02M ﹤0.01% 829
2017
Q1 		$1.36M Buy
45,052
+536
+1% +$16.4K ﹤0.01% 729
2016
Q4 		$1.38M Sell
44,516
-32,694
-42% -$876K ﹤0.01% 746
2016
Q3 		$1.79M Buy
77,210
+17,931
+30% +$426K ﹤0.01% 728
2016
Q2 		$1.34M Sell
59,279
-3,680
-6% -$83.1K ﹤0.01% 731
2016
Q1 		$1.34M Sell
62,959
-2,455
-4% -$51K ﹤0.01% 718
2015
Q4 		$1.57M Sell
65,414
-581
-0.9% -$14.6K ﹤0.01% 721
2015
Q3 		$1.57M Sell
65,995
-1,062
-2% -$26.2K ﹤0.01% 738
2015
Q2 		$1.73M Sell
67,057
-1,199
-2% -$29.6K ﹤0.01% 757
2015
Q1 		$1.58M Sell
68,256
-4,922
-7% -$107K ﹤0.01% 757
2014
Q4 		$1.65M Sell
73,178
-3,408
-4% -$74K ﹤0.01% 757
2014
Q3 		$1.54M Sell
76,586
-2,110
-3% -$45.8K ﹤0.01% 758
2014
Q2 		$1.93M Sell
78,696
-2,954
-4% -$70.2K ﹤0.01% 741
2014
Q1 		$2.04M Sell
81,650
-5,520
-6% -$134K ﹤0.01% 710
2013
Q4 		$2.22M Sell
87,170
-6,520
-7% -$149K ﹤0.01% 677
2013
Q3 		$1.87M Sell
93,690
-3,450
-4% -$67.7K ﹤0.01% 683
2013
Q2 		$1.72M Buy
+97,140
New +$1.6M ﹤0.01% 671

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services's CADE Position: Q3 2017 in Review

Massachusetts Financial Services sold out of Cadence Bank (CADE) in Q3 2017, closing a stake of 10,914 shares — an estimated $333K sold.

Massachusetts Financial Services first reported a position in CADE in Q2 2013 and held it in 17 quarters. The position peaked at $2.22M in Q4 2013. 181 funds tracked by Wall St. Rank hold CADE as of Q3 2017.

  • Massachusetts Financial Services reported no remaining Cadence Bank position as of Q3 2017 after selling out during the quarter.
  • Massachusetts Financial Services sold 10,914 Cadence Bank shares in Q3 2017, an estimated $333K.
  • Massachusetts Financial Services first reported a position in Cadence Bank in Q2 2013 and held it in 17 quarters.
  • Massachusetts Financial Services's Cadence Bank position peaked at $2.22M in Q4 2013.
  • 181 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2017.

Based on Massachusetts Financial Services's 13F filing for Q3 2017, filed 14 Nov 2017.