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C.M. Bidwell & Associates’s Pathward Financial CASH Stock Holding History

C.M. Bidwell & Associates’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
2019
Q3 		– Sell
-1,880
Closed -$53K – 424
2019
Q2 		$53K Buy
+1,880
New +$47.8K 0.05% 236
2013
Q4 		– Sell
-15,585
Closed -$197K – 225
2013
Q3 		$197K Buy
+15,585
New +$166K 0.05% 156

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
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
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

C.M. Bidwell & Associates's CASH Position: Q3 2019 in Review

C.M. Bidwell & Associates sold out of Pathward Financial (CASH) in Q3 2019, closing a stake of 1,880 shares — an estimated $53K sold.

C.M. Bidwell & Associates first reported a position in CASH in Q3 2013 and held it in 2 quarters. The position peaked at $197K in Q3 2013. 163 funds tracked by Wall St. Rank hold CASH as of Q3 2019.

  • C.M. Bidwell & Associates reported no remaining Pathward Financial position as of Q3 2019 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,880 Pathward Financial shares in Q3 2019, an estimated $53K.
  • C.M. Bidwell & Associates first reported a position in Pathward Financial in Q3 2013 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Pathward Financial position peaked at $197K in Q3 2013.
  • 163 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2019, filed 13 Nov 2019.