SAM
CADE

Summit Asset Management’s Cadence Bank CADE Stock Holding History

Summit Asset 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
2014
Q2 		– Sell
-13,168
Closed -$329K – 85
2014
Q1 		$329K Buy
+13,168
New +$321K 0.26% 59

Other funds holding CADE

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 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 $860B AUM 41.15% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Summit Asset Management's CADE Position: Q2 2014 in Review

Summit Asset Management sold out of Cadence Bank (CADE) in Q2 2014, closing a stake of 13,168 shares — an estimated $329K sold.

Summit Asset Management first reported a position in CADE in Q1 2014 and held it in 1 quarter. The position peaked at $329K in Q1 2014. 177 funds tracked by Wall St. Rank hold CADE as of Q2 2014.

  • Summit Asset Management reported no remaining Cadence Bank position as of Q2 2014 after selling out during the quarter.
  • Summit Asset Management sold 13,168 Cadence Bank shares in Q2 2014, an estimated $329K.
  • Summit Asset Management first reported a position in Cadence Bank in Q1 2014 and held it in 1 quarter.
  • Summit Asset Management's Cadence Bank position peaked at $329K in Q1 2014.
  • 177 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2014.

Based on Summit Asset Management's 13F filing for Q2 2014, filed 7 Aug 2014.