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First Capital Advisors Group’s Pathward Financial CASH Stock Holding History

First Capital Advisors 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
2018
Q2 		– Sell
-546
Closed -$20K – 259
2018
Q1 		$20K Buy
+546
New +$19.5K 0.01% 430

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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 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 $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

First Capital Advisors Group's CASH Position: Q2 2018 in Review

First Capital Advisors Group sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 546 shares — an estimated $20K sold.

First Capital Advisors Group first reported a position in CASH in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • First Capital Advisors Group reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 546 Pathward Financial shares in Q2 2018, an estimated $20K.
  • First Capital Advisors Group first reported a position in Pathward Financial in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Pathward Financial position peaked at $20K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.