Waratah Capital Advisors’s Cadence Bank CADE Stock Holding History

Waratah Capital Advisors’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	-12,660	Closed	-$393K	–	159
2016 Q4	$393K	Buy	+12,660	New	+$339K	0.06%	113

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

Waratah Capital Advisors's CADE Position: Q1 2017 in Review

Waratah Capital Advisors sold out of Cadence Bank (CADE) in Q1 2017, closing a stake of 12,660 shares — an estimated $393K sold.

Waratah Capital Advisors first reported a position in CADE in Q4 2016 and held it in 1 quarter. The position peaked at $393K in Q4 2016. 182 funds tracked by Wall St. Rank hold CADE as of Q1 2017.

Waratah Capital Advisors reported no remaining Cadence Bank position as of Q1 2017 after selling out during the quarter.
Waratah Capital Advisors sold 12,660 Cadence Bank shares in Q1 2017, an estimated $393K.
Waratah Capital Advisors first reported a position in Cadence Bank in Q4 2016 and held it in 1 quarter.
Waratah Capital Advisors's Cadence Bank position peaked at $393K in Q4 2016.
182 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2017.

Based on Waratah Capital Advisors's 13F filing for Q1 2017, filed 11 May 2017.