RI
CADE

Redwood Investments’s Cadence Bank CADE Stock Holding History

Redwood 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
2014
Q3 		– Sell
-63,565
Closed -$1.56M – 174
2014
Q2 		$1.56M Buy
63,565
+12,344
+24% +$293K 0.2% 72
2014
Q1 		$1.28M Buy
+51,221
New +$1.25M 0.18% 78

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Redwood Investments's CADE Position: Q3 2014 in Review

Redwood Investments sold out of Cadence Bank (CADE) in Q3 2014, closing a stake of 63,565 shares — an estimated $1.56M sold.

Redwood Investments first reported a position in CADE in Q1 2014 and held it in 2 quarters. The position peaked at $1.56M in Q2 2014. 172 funds tracked by Wall St. Rank hold CADE as of Q3 2014.

  • Redwood Investments reported no remaining Cadence Bank position as of Q3 2014 after selling out during the quarter.
  • Redwood Investments sold 63,565 Cadence Bank shares in Q3 2014, an estimated $1.56M.
  • Redwood Investments first reported a position in Cadence Bank in Q1 2014 and held it in 2 quarters.
  • Redwood Investments's Cadence Bank position peaked at $1.56M in Q2 2014.
  • 172 funds tracked by Wall St. Rank held Cadence Bank as of Q3 2014.

Based on Redwood Investments's 13F filing for Q3 2014, filed 22 Oct 2014.