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Acuitas Investments’s Pathward Financial CASH Stock Holding History

Acuitas Investments’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$2.43M Buy
88,209
+26,790
+44% +$802K 3.46% 16
2018
Q2 		$1.99M Buy
61,419
+41,508
+208% +$1.51M 4.44% 14
2018
Q1 		$725K Buy
+19,911
New +$712K 5.77% 6

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acuitas Investments's CASH Position: Q3 2018 in Review

Acuitas Investments increased its Pathward Financial (CASH) stake by 44% in Q3 2018, buying an estimated $802K and bringing the position to 88,209 shares worth $2.43M. The position accounts for 3.46% of the portfolio, ranked #16.

Acuitas Investments first reported a position in CASH in Q1 2018 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold CASH as of Q3 2018.

  • Acuitas Investments held 88,209 shares of Pathward Financial worth $2.43M as of Q3 2018.
  • Acuitas Investments bought 26,790 Pathward Financial shares in Q3 2018, an estimated $802K.
  • Pathward Financial made up 3.46% of Acuitas Investments's portfolio in Q3 2018, its #16 holding.
  • Acuitas Investments first reported a position in Pathward Financial in Q1 2018 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2018.

Based on Acuitas Investments's 13F filing for Q3 2018, filed 9 Nov 2018.