Woodmont Investment Counsel’s Cadence Bank CADE Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-3,056	Closed	-$71K	–	249
2016 Q3	$71K	Buy	+3,056	New	+$72.7K	0.02%	229
2016 Q2	–	Sell	-3,056	Closed	-$65K	–	221
2016 Q1	$65K	Hold	3,056	–	–	0.02%	238
2015 Q4	$73K	Hold	3,056	–	–	0.02%	234
2015 Q3	$73K	Hold	3,056	–	–	0.02%	237
2015 Q2	$79K	Buy	+3,056	New	+$75.4K	0.02%	232

Other funds holding CADE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

SAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

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

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Woodmont Investment Counsel's CADE Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Cadence Bank (CADE) in Q4 2016, closing a stake of 3,056 shares — an estimated $71K sold.

Woodmont Investment Counsel first reported a position in CADE in Q2 2015 and held it in 5 quarters. The position peaked at $79K in Q2 2015. 183 funds tracked by Wall St. Rank hold CADE as of Q4 2016.

Woodmont Investment Counsel reported no remaining Cadence Bank position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 3,056 Cadence Bank shares in Q4 2016, an estimated $71K.
Woodmont Investment Counsel first reported a position in Cadence Bank in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Cadence Bank position peaked at $79K in Q2 2015.
183 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.