WBI Investments’s Cadence Bank CADE Stock Holding History

WBI 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
2015 Q1	–	Sell	-240,967	Closed	-$5.42M	–	233
2014 Q4	$5.42M	Buy	+240,967	New	+$5.23M	0.15%	97

Other funds holding CADE

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WBI Investments's CADE Position: Q1 2015 in Review

WBI Investments sold out of Cadence Bank (CADE) in Q1 2015, closing a stake of 240,967 shares — an estimated $5.42M sold.

WBI Investments first reported a position in CADE in Q4 2014 and held it in 1 quarter. The position peaked at $5.42M in Q4 2014. 167 funds tracked by Wall St. Rank hold CADE as of Q1 2015.

WBI Investments reported no remaining Cadence Bank position as of Q1 2015 after selling out during the quarter.
WBI Investments sold 240,967 Cadence Bank shares in Q1 2015, an estimated $5.42M.
WBI Investments first reported a position in Cadence Bank in Q4 2014 and held it in 1 quarter.
WBI Investments's Cadence Bank position peaked at $5.42M in Q4 2014.
167 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2015.

Based on WBI Investments's 13F filing for Q1 2015, filed 27 Apr 2015.