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Lyon Street Capital’s Pathward Financial CASH Stock Holding History

Lyon Street Capital’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
Q3 		– Sell
-22,437
Closed -$728K – 49
2018
Q2 		$728K Buy
+22,437
New +$814K 0.26% 49

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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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Lyon Street Capital's CASH Position: Q3 2018 in Review

Lyon Street Capital sold out of Pathward Financial (CASH) in Q3 2018, closing a stake of 22,437 shares — an estimated $728K sold.

Lyon Street Capital first reported a position in CASH in Q2 2018 and held it in 1 quarter. The position peaked at $728K in Q2 2018. 153 funds tracked by Wall St. Rank hold CASH as of Q3 2018.

  • Lyon Street Capital reported no remaining Pathward Financial position as of Q3 2018 after selling out during the quarter.
  • Lyon Street Capital sold 22,437 Pathward Financial shares in Q3 2018, an estimated $728K.
  • Lyon Street Capital first reported a position in Pathward Financial in Q2 2018 and held it in 1 quarter.
  • Lyon Street Capital's Pathward Financial position peaked at $728K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2018.

Based on Lyon Street Capital's 13F filing for Q3 2018, filed 14 Nov 2018.