RNS
CADE

Robert N. Shapiro’s Cadence Bank CADE Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-1,990
Closed -$40K – 779
2013
Q3 		$40K Hold
1,990
– – 0.01% 647
2013
Q2 		$35K Buy
+1,990
New +$32.8K 0.01% 644

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Robert N. Shapiro's CADE Position: Q4 2013 in Review

Robert N. Shapiro sold out of Cadence Bank (CADE) in Q4 2013, closing a stake of 1,990 shares — an estimated $40K sold.

Robert N. Shapiro first reported a position in CADE in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q3 2013. 161 funds tracked by Wall St. Rank hold CADE as of Q4 2013.

  • Robert N. Shapiro reported no remaining Cadence Bank position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 1,990 Cadence Bank shares in Q4 2013, an estimated $40K.
  • Robert N. Shapiro first reported a position in Cadence Bank in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Cadence Bank position peaked at $40K in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.