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Interactive Financial Advisors’s Pathward Financial CASH Stock Holding History

Interactive Financial 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
2018
Q4 		– Sell
-10,575
Closed -$291K – 106
2018
Q3 		$291K Buy
+10,575
New +$317K 0.14% 58

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NCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Interactive Financial Advisors's CASH Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Pathward Financial (CASH) in Q4 2018, closing a stake of 10,575 shares — an estimated $291K sold.

Interactive Financial Advisors first reported a position in CASH in Q3 2018 and held it in 1 quarter. The position peaked at $291K in Q3 2018. 146 funds tracked by Wall St. Rank hold CASH as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Pathward Financial position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 10,575 Pathward Financial shares in Q4 2018, an estimated $291K.
  • Interactive Financial Advisors first reported a position in Pathward Financial in Q3 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's Pathward Financial position peaked at $291K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.