Patten Group’s Pathward Financial CASH Stock Holding History

Patten Group’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	-252	Closed	-$8K	–	686
2018 Q2	$8K	Buy	+252	New	+$9.14K	﹤0.01%	515

Other funds holding CASH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patten Group's CASH Position: Q3 2018 in Review

Patten Group sold out of Pathward Financial (CASH) in Q3 2018, closing a stake of 252 shares — an estimated $8K sold.

Patten Group first reported a position in CASH in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 153 funds tracked by Wall St. Rank hold CASH as of Q3 2018.

Patten Group reported no remaining Pathward Financial position as of Q3 2018 after selling out during the quarter.
Patten Group sold 252 Pathward Financial shares in Q3 2018, an estimated $8K.
Patten Group first reported a position in Pathward Financial in Q2 2018 and held it in 1 quarter.
Patten Group's Pathward Financial position peaked at $8K in Q2 2018.
153 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.