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Ibex Investors’s Pathward Financial CASH Stock Holding History

Ibex Investors’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
-8,220
Closed -$299K – 169
2018
Q1 		$299K Buy
+8,220
New +$294K 0.25% 108

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

Ibex Investors's CASH Position: Q2 2018 in Review

Ibex Investors sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 8,220 shares — an estimated $299K sold.

Ibex Investors first reported a position in CASH in Q1 2018 and held it in 1 quarter. The position peaked at $299K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • Ibex Investors reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • Ibex Investors sold 8,220 Pathward Financial shares in Q2 2018, an estimated $299K.
  • Ibex Investors first reported a position in Pathward Financial in Q1 2018 and held it in 1 quarter.
  • Ibex Investors's Pathward Financial position peaked at $299K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on Ibex Investors's 13F filing for Q2 2018, filed 14 Aug 2018.