Financial Engines Advisors
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Financial Engines Advisors’s Pathward Financial CASH Stock Holding History

Financial Engines Advisors’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
2017
Q4 		– Sell
-51
Closed -$1K – 221
2017
Q3 		$1K Buy
+51
New +$1.32K ﹤0.01% 97

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Financial Engines Advisors's CASH Position: Q4 2017 in Review

Financial Engines Advisors sold out of Pathward Financial (CASH) in Q4 2017, closing a stake of 51 shares — an estimated $1K sold.

Financial Engines Advisors first reported a position in CASH in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 147 funds tracked by Wall St. Rank hold CASH as of Q4 2017.

  • Financial Engines Advisors reported no remaining Pathward Financial position as of Q4 2017 after selling out during the quarter.
  • Financial Engines Advisors sold 51 Pathward Financial shares in Q4 2017, an estimated $1K.
  • Financial Engines Advisors first reported a position in Pathward Financial in Q3 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Pathward Financial position peaked at $1K in Q3 2017.
  • 147 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2017.

Based on Financial Engines Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.