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Delta Investment Management’s Pathward Financial CASH Stock Holding History

Delta Investment 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
2019
Q4 		– Sell
-6,395,959
Closed -$6.39M – 149
2019
Q3 		$6.39M Buy
+6,395,959
New +$193M 3.34% 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
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
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return

Delta Investment Management's CASH Position: Q4 2019 in Review

Delta Investment Management sold out of Pathward Financial (CASH) in Q4 2019, closing a stake of 6,395,959 shares — an estimated $6.39M sold.

Delta Investment Management first reported a position in CASH in Q3 2019 and held it in 1 quarter. The position peaked at $6.39M in Q3 2019. 168 funds tracked by Wall St. Rank hold CASH as of Q4 2019.

  • Delta Investment Management reported no remaining Pathward Financial position as of Q4 2019 after selling out during the quarter.
  • Delta Investment Management sold 6,395,959 Pathward Financial shares in Q4 2019, an estimated $6.39M.
  • Delta Investment Management first reported a position in Pathward Financial in Q3 2019 and held it in 1 quarter.
  • Delta Investment Management's Pathward Financial position peaked at $6.39M in Q3 2019.
  • 168 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2019.

Based on Delta Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.