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Buckhead Capital Management’s Pathward Financial CASH Stock Holding History

Buckhead Capital Management’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
Q2 		– Sell
-14,220
Closed -$518K – 98
2018
Q1 		$518K Hold
14,220
– – 0.11% 135
2017
Q4 		$439K Sell
14,220
-330
-2% -$9.57K 0.09% 140
2017
Q3 		$380K Buy
14,550
+330
+2% +$8.52K 0.08% 147
2017
Q2 		$422K Buy
+14,220
New +$413K 0.08% 141

Other funds holding CASH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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 $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Buckhead Capital Management's CASH Position: Q2 2018 in Review

Buckhead Capital Management sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 14,220 shares — an estimated $518K sold.

Buckhead Capital Management first reported a position in CASH in Q2 2017 and held it in 4 quarters. The position peaked at $518K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • Buckhead Capital Management reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • Buckhead Capital Management sold 14,220 Pathward Financial shares in Q2 2018, an estimated $518K.
  • Buckhead Capital Management first reported a position in Pathward Financial in Q2 2017 and held it in 4 quarters.
  • Buckhead Capital Management's Pathward Financial position peaked at $518K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on Buckhead Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.