WCBA
CADE

Weaver C. Barksdale & Associates’s Cadence Bank CADE Stock Holding History

Weaver C. Barksdale & Associates’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
Q4 		$4K Buy
135
+2
+2% +$64 ﹤0.01% 388
2017
Q3 		$4K Hold
133
– – ﹤0.01% 388
2017
Q2 		$4K Sell
133
-6
-4% -$180 ﹤0.01% 394
2017
Q1 		$4K Hold
139
– – ﹤0.01% 397
2016
Q4 		$4K Sell
139
-9
-6% -$241 0.01% 400
2016
Q3 		$3K Buy
148
+5
+3% +$119 0.01% 421
2016
Q2 		$3K Buy
143
+21
+17% +$474 0.01% 416
2016
Q1 		$3K Hold
122
– – ﹤0.01% 441
2015
Q4 		$3K Sell
122
-5
-4% -$125 ﹤0.01% 439
2015
Q3 		$3K Hold
127
– – ﹤0.01% 437
2015
Q2 		$3K Sell
127
-12
-9% -$296 ﹤0.01% 445
2015
Q1 		$3K Hold
139
– – ﹤0.01% 452
2014
Q4 		$3K Sell
139
-11
-7% -$239 ﹤0.01% 438
2014
Q3 		$3K Buy
150
+14
+10% +$304 ﹤0.01% 433
2014
Q2 		$3K Buy
136
+10
+8% +$238 ﹤0.01% 448
2014
Q1 		$3K Hold
126
– – ﹤0.01% 446
2013
Q4 		$3K Sell
126
-26
-17% -$593 ﹤0.01% 441
2013
Q3 		$3K Sell
152
-31
-17% -$609 ﹤0.01% 440
2013
Q2 		$3K Buy
+183
New +$3.02K ﹤0.01% 434

Other funds holding CADE

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Weaver C. Barksdale & Associates's CADE Position: Q4 2017 in Review

Weaver C. Barksdale & Associates increased its Cadence Bank (CADE) stake by 1.5% in Q4 2017, buying an estimated $64 and bringing the position to 135 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Weaver C. Barksdale & Associates first reported a position in CADE in Q2 2013 and has held it in 19 quarters since. 184 funds tracked by Wall St. Rank hold CADE as of Q4 2017.

  • Weaver C. Barksdale & Associates held 135 shares of Cadence Bank worth $4K as of Q4 2017.
  • Weaver C. Barksdale & Associates bought 2 Cadence Bank shares in Q4 2017, an estimated $64.
  • Cadence Bank made up ﹤0.01% of Weaver C. Barksdale & Associates's portfolio in Q4 2017, its #388 holding.
  • Weaver C. Barksdale & Associates first reported a position in Cadence Bank in Q2 2013 and has held it in 19 quarters since.
  • 184 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2017, filed 10 Jan 2018.