Piermont Capital Management’s Cadence Bank CADE Stock Holding History

Piermont Capital 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
2017 Q4	–	Sell	-67,371	Closed	-$2.16M	–	240
2017 Q3	$2.16M	Hold	67,371	–	–	0.71%	66
2017 Q2	$2.06M	Sell	67,371 -17,782	-21%	-$533K	0.59%	59
2017 Q1	$2.58M	Buy	+85,153	New	+$2.61M	0.61%	68
2016 Q1	–	Sell	-131,190	Closed	-$3.15M	–	238
2015 Q4	$3.15M	Hold	131,190	–	–	1%	16
2015 Q3	$3.12M	Buy	131,190 +2,580	+2%	+$63.5K	1.02%	19
2015 Q2	$3.31M	Buy	128,610 +4,120	+3%	+$102K	1%	18
2015 Q1	$2.89M	Buy	124,490 +2,080	+2%	+$45.3K	0.88%	40
2014 Q4	$2.75M	Sell	122,410 -1,500	-1%	-$32.6K	0.98%	44
2014 Q3	$2.5M	Buy	+123,910	New	+$2.69M	0.97%	38

Other funds holding CADE

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Piermont Capital Management's CADE Position: Q4 2017 in Review

Piermont Capital Management sold out of Cadence Bank (CADE) in Q4 2017, closing a stake of 67,371 shares — an estimated $2.16M sold.

Piermont Capital Management first reported a position in CADE in Q3 2014 and held it in 9 quarters. The position peaked at $3.31M in Q2 2015. 184 funds tracked by Wall St. Rank hold CADE as of Q4 2017.

Piermont Capital Management reported no remaining Cadence Bank position as of Q4 2017 after selling out during the quarter.
Piermont Capital Management sold 67,371 Cadence Bank shares in Q4 2017, an estimated $2.16M.
Piermont Capital Management first reported a position in Cadence Bank in Q3 2014 and held it in 9 quarters.
Piermont Capital Management's Cadence Bank position peaked at $3.31M in Q2 2015.
184 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2017.

Based on Piermont Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.