WIS
CADE

Wright Investors Service’s Cadence Bank CADE Stock Holding History

Wright Investors Service’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
Q4 		– Sell
-10,980
Closed -$221K – 218
2014
Q3 		$221K Sell
10,980
-22,470
-67% -$488K 0.11% 188
2014
Q2 		$822K Hold
33,450
– – 0.37% 91
2014
Q1 		$835K Sell
33,450
-3,760
-10% -$91.6K 0.38% 89
2013
Q4 		$946K Buy
37,210
+3,990
+12% +$91K 0.42% 72
2013
Q3 		$662K Buy
33,220
+5,902
+22% +$116K 0.3% 108
2013
Q2 		$484K Buy
+27,318
New +$451K 0.23% 131

Other funds holding CADE

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Wright Investors Service's CADE Position: Q4 2014 in Review

Wright Investors Service sold out of Cadence Bank (CADE) in Q4 2014, closing a stake of 10,980 shares — an estimated $221K sold.

Wright Investors Service first reported a position in CADE in Q2 2013 and held it in 6 quarters. The position peaked at $946K in Q4 2013. 173 funds tracked by Wall St. Rank hold CADE as of Q4 2014.

  • Wright Investors Service reported no remaining Cadence Bank position as of Q4 2014 after selling out during the quarter.
  • Wright Investors Service sold 10,980 Cadence Bank shares in Q4 2014, an estimated $221K.
  • Wright Investors Service first reported a position in Cadence Bank in Q2 2013 and held it in 6 quarters.
  • Wright Investors Service's Cadence Bank position peaked at $946K in Q4 2013.
  • 173 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2014.

Based on Wright Investors Service's 13F filing for Q4 2014, filed 4 Feb 2015.