MCM
CASH icon

MV Capital Management’s Pathward Financial CASH Stock Holding History

MV Capital Management’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
2017
Q4 		– Sell
-96
Closed -$3K – 365
2017
Q3 		$3K Hold
96
– – ﹤0.01% 320
2017
Q2 		$3K Hold
96
– – ﹤0.01% 308
2017
Q1 		$3K Buy
+96
New +$2.97K ﹤0.01% 305

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 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 $3.37T AUM 44.26% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

MV Capital Management's CASH Position: Q4 2017 in Review

MV Capital Management sold out of Pathward Financial (CASH) in Q4 2017, closing a stake of 96 shares — an estimated $3K sold.

MV Capital Management first reported a position in CASH in Q1 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2017. 147 funds tracked by Wall St. Rank hold CASH as of Q4 2017.

  • MV Capital Management reported no remaining Pathward Financial position as of Q4 2017 after selling out during the quarter.
  • MV Capital Management sold 96 Pathward Financial shares in Q4 2017, an estimated $3K.
  • MV Capital Management first reported a position in Pathward Financial in Q1 2017 and held it in 3 quarters.
  • MV Capital Management's Pathward Financial position peaked at $3K in Q3 2017.
  • 147 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2017.

Based on MV Capital Management's 13F filing for Q4 2017, filed 5 Mar 2018.