Oakbrook Investments’s Cadence Bank CADE Stock Holding History

Oakbrook Investments’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	-6,300	Closed	-$200K	–	559
2018 Q1	$200K	Buy	+6,300	New	+$207K	0.01%	554
2017 Q4	–	Sell	-6,300	Closed	-$202K	–	574
2017 Q3	$202K	Buy	+6,300	New	+$188K	0.01%	545
2017 Q1	–	Sell	-7,100	Closed	-$220K	–	533
2016 Q4	$220K	Buy	+7,100	New	+$190K	0.01%	522

Other funds holding CADE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Oakbrook Investments's CADE Position: Q2 2018 in Review

Oakbrook Investments sold out of Cadence Bank (CADE) in Q2 2018, closing a stake of 6,300 shares — an estimated $200K sold.

Oakbrook Investments first reported a position in CADE in Q4 2016 and held it in 3 quarters. The position peaked at $220K in Q4 2016. 182 funds tracked by Wall St. Rank hold CADE as of Q2 2018.

Oakbrook Investments reported no remaining Cadence Bank position as of Q2 2018 after selling out during the quarter.
Oakbrook Investments sold 6,300 Cadence Bank shares in Q2 2018, an estimated $200K.
Oakbrook Investments first reported a position in Cadence Bank in Q4 2016 and held it in 3 quarters.
Oakbrook Investments's Cadence Bank position peaked at $220K in Q4 2016.
182 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2018.

Based on Oakbrook Investments's 13F filing for Q2 2018, filed 18 Jul 2018.