World Asset Management’s Cadence Bank CADE Stock Holding History

World 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	-8,367	Closed	-$209K	–	1537
2014 Q1	$209K	Sell	8,367 -73	-0.9%	-$1.78K	0.01%	1357
2013 Q4	$215K	Buy	+8,440	New	+$192K	0.01%	1367
2013 Q3	–	Sell	-11,280	Closed	-$200K	–	1728
2013 Q2	$200K	Buy	+11,280	New	+$186K	﹤0.01%	1580

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

SAM

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

BIT

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

World Asset Management sold out of Cadence Bank (CADE) in Q2 2014, closing a stake of 8,367 shares — an estimated $209K sold.

World Asset Management first reported a position in CADE in Q2 2013 and held it in 3 quarters. The position peaked at $215K in Q4 2013. 177 funds tracked by Wall St. Rank hold CADE as of Q2 2014.

World Asset Management reported no remaining Cadence Bank position as of Q2 2014 after selling out during the quarter.
World Asset Management sold 8,367 Cadence Bank shares in Q2 2014, an estimated $209K.
World Asset Management first reported a position in Cadence Bank in Q2 2013 and held it in 3 quarters.
World Asset Management's Cadence Bank position peaked at $215K in Q4 2013.
177 funds tracked by Wall St. Rank held Cadence Bank as of Q2 2014.

Based on World Asset Management's 13F filing for Q2 2014, filed 28 Jul 2014.