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Piedmont Investment Advisors’s Cass Information Systems CASS Stock Holding History

Piedmont Investment Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-250
Closed -$14K – 1228
2018
Q2 		$14K Buy
+250
New +$13.1K ﹤0.01% 1703

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HA
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RP
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ACM
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State Street
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Piedmont Investment Advisors's CASS Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Cass Information Systems (CASS) in Q3 2018, closing a stake of 250 shares — an estimated $14K sold.

Piedmont Investment Advisors first reported a position in CASS in Q2 2018 and held it in 1 quarter. The position peaked at $14K in Q2 2018. 114 funds tracked by Wall St. Rank hold CASS as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Cass Information Systems position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 250 Cass Information Systems shares in Q3 2018, an estimated $14K.
  • Piedmont Investment Advisors first reported a position in Cass Information Systems in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Cass Information Systems position peaked at $14K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.