Princeton Alpha Management’s Cadence Bank CADE Stock Holding History

Princeton Alpha 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 Q1	–	Sell	-9,736	Closed	-$302K	–	560
2016 Q4	$302K	Sell	9,736 -15,789	-62%	-$423K	0.06%	459
2016 Q3	$592K	Buy	+25,525	New	+$607K	0.11%	288
2016 Q1	–	Sell	-19,666	Closed	-$472K	–	742
2015 Q4	$472K	Buy	+19,666	New	+$493K	0.08%	358
2014 Q2	–	Sell	-10,641	Closed	-$266K	–	689
2014 Q1	$266K	Buy	+10,641	New	+$259K	0.08%	396

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Princeton Alpha Management's CADE Position: Q1 2017 in Review

Princeton Alpha Management sold out of Cadence Bank (CADE) in Q1 2017, closing a stake of 9,736 shares — an estimated $302K sold.

Princeton Alpha Management first reported a position in CADE in Q1 2014 and held it in 4 quarters. The position peaked at $592K in Q3 2016. 182 funds tracked by Wall St. Rank hold CADE as of Q1 2017.

Princeton Alpha Management reported no remaining Cadence Bank position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 9,736 Cadence Bank shares in Q1 2017, an estimated $302K.
Princeton Alpha Management first reported a position in Cadence Bank in Q1 2014 and held it in 4 quarters.
Princeton Alpha Management's Cadence Bank position peaked at $592K in Q3 2016.
182 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.