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Chicago Partners Investment Group’s Pathward Financial CASH Stock Holding History

Chicago Partners Investment Group’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
2015
Q2 		– Sell
-3,993
Closed -$47K – 444
2015
Q1 		$47K Buy
+3,993
New +$47.2K 0.02% 226

Other funds holding CASH

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Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Chicago Partners Investment Group's CASH Position: Q2 2015 in Review

Chicago Partners Investment Group sold out of Pathward Financial (CASH) in Q2 2015, closing a stake of 3,993 shares — an estimated $47K sold.

Chicago Partners Investment Group first reported a position in CASH in Q1 2015 and held it in 1 quarter. The position peaked at $47K in Q1 2015. 78 funds tracked by Wall St. Rank hold CASH as of Q2 2015.

  • Chicago Partners Investment Group reported no remaining Pathward Financial position as of Q2 2015 after selling out during the quarter.
  • Chicago Partners Investment Group sold 3,993 Pathward Financial shares in Q2 2015, an estimated $47K.
  • Chicago Partners Investment Group first reported a position in Pathward Financial in Q1 2015 and held it in 1 quarter.
  • Chicago Partners Investment Group's Pathward Financial position peaked at $47K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2015.

Based on Chicago Partners Investment Group's 13F filing for Q2 2015, filed 11 Aug 2015.