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PineBridge Investments’s Pathward Financial CASH Stock Holding History

PineBridge Investments’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
2019
Q2 		– Sell
-28,659
Closed -$564K – 1094
2019
Q1 		$564K Buy
+28,659
New +$626K 0.01% 680
2017
Q4 		– Sell
-3,258
Closed -$85K – 1056
2017
Q3 		$85K Buy
+3,258
New +$84.1K ﹤0.01% 971

Other funds holding CASH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $534M AUM 18.5% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PineBridge Investments's CASH Position: Q2 2019 in Review

PineBridge Investments sold out of Pathward Financial (CASH) in Q2 2019, closing a stake of 28,659 shares — an estimated $564K sold.

PineBridge Investments first reported a position in CASH in Q3 2017 and held it in 2 quarters. The position peaked at $564K in Q1 2019. 153 funds tracked by Wall St. Rank hold CASH as of Q2 2019.

  • PineBridge Investments reported no remaining Pathward Financial position as of Q2 2019 after selling out during the quarter.
  • PineBridge Investments sold 28,659 Pathward Financial shares in Q2 2019, an estimated $564K.
  • PineBridge Investments first reported a position in Pathward Financial in Q3 2017 and held it in 2 quarters.
  • PineBridge Investments's Pathward Financial position peaked at $564K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2019.

Based on PineBridge Investments's 13F filing for Q2 2019, filed 13 Aug 2019.