PIM
CADE

Perkins Investment Management’s Cadence Bank CADE Stock Holding History

Perkins Investment Management’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
-386,951
Closed -$9.84M – 257
2013
Q4 		$9.84M Sell
386,951
-524,349
-58% -$12M 0.07% 189
2013
Q3 		$18.2M Sell
911,300
-245,700
-21% -$4.82M 0.12% 162
2013
Q2 		$20.5M Buy
+1,157,000
New +$19.1M 0.14% 159

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

Perkins Investment Management's CADE Position: Q1 2014 in Review

Perkins Investment Management sold out of Cadence Bank (CADE) in Q1 2014, closing a stake of 386,951 shares — an estimated $9.84M sold.

Perkins Investment Management first reported a position in CADE in Q2 2013 and held it in 3 quarters. The position peaked at $20.5M in Q2 2013. 177 funds tracked by Wall St. Rank hold CADE as of Q1 2014.

  • Perkins Investment Management reported no remaining Cadence Bank position as of Q1 2014 after selling out during the quarter.
  • Perkins Investment Management sold 386,951 Cadence Bank shares in Q1 2014, an estimated $9.84M.
  • Perkins Investment Management first reported a position in Cadence Bank in Q2 2013 and held it in 3 quarters.
  • Perkins Investment Management's Cadence Bank position peaked at $20.5M in Q2 2013.
  • 177 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2014.

Based on Perkins Investment Management's 13F filing for Q1 2014, filed 15 May 2014.