MWR
CACB

McAdams Wright Ragen’s Cascade Bancorp CACB Stock Holding History

McAdams Wright Ragen’s Portfolio CACB Stock Details CACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$138K Hold
27,335
– – 0.01% 400
2014
Q2 		$142K Buy
+27,335
New +$131K 0.01% 382

Other funds holding CACB

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AGCJ
Alden Global Capital (Jersey) St. Helier, Jersey $415M AUM 31.95% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

McAdams Wright Ragen's CACB Position: Q3 2014 in Review

McAdams Wright Ragen held its Cascade Bancorp (CACB) position steady in Q3 2014 at 27,335 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #400.

McAdams Wright Ragen first reported a position in CACB in Q2 2014 and has held it in 2 quarters since. The position peaked at $142K in Q2 2014. 72 funds tracked by Wall St. Rank hold CACB as of Q3 2014.

  • McAdams Wright Ragen held 27,335 shares of Cascade Bancorp worth $138K as of Q3 2014.
  • McAdams Wright Ragen left its Cascade Bancorp share count unchanged in Q3 2014.
  • Cascade Bancorp made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #400 holding.
  • McAdams Wright Ragen first reported a position in Cascade Bancorp in Q2 2014 and has held it in 2 quarters since.
  • McAdams Wright Ragen's Cascade Bancorp position peaked at $142K in Q2 2014.
  • 72 funds tracked by Wall St. Rank held Cascade Bancorp as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.