PCM
CADE

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
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $761B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return