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Miles Capital’s Pathward Financial CASH Stock Holding History

Miles 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
Q2 		– Sell
-8,865
Closed -$323K – 190
2018
Q1 		$323K Buy
+8,865
New +$317K 0.18% 100

Other funds holding CASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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 $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Miles Capital's CASH Position: Q2 2018 in Review

Miles Capital sold out of Pathward Financial (CASH) in Q2 2018, closing a stake of 8,865 shares — an estimated $323K sold.

Miles Capital first reported a position in CASH in Q1 2018 and held it in 1 quarter. The position peaked at $323K in Q1 2018. 161 funds tracked by Wall St. Rank hold CASH as of Q2 2018.

  • Miles Capital reported no remaining Pathward Financial position as of Q2 2018 after selling out during the quarter.
  • Miles Capital sold 8,865 Pathward Financial shares in Q2 2018, an estimated $323K.
  • Miles Capital first reported a position in Pathward Financial in Q1 2018 and held it in 1 quarter.
  • Miles Capital's Pathward Financial position peaked at $323K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2018.

Based on Miles Capital's 13F filing for Q2 2018, filed 14 Aug 2018.