USAA
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United Services Automobile Association’s Pathward Financial CASH Stock Holding History

United Services Automobile Association’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
Q1 		– Sell
-37,842
Closed -$734K – 2262
2018
Q4 		$734K Hold
37,842
– – ﹤0.01% 1383
2018
Q3 		$1.04M Buy
37,842
+11,745
+45% +$352K ﹤0.01% 1339
2018
Q2 		$847K Buy
26,097
+813
+3% +$29.5K ﹤0.01% 1453
2018
Q1 		$920K Buy
25,284
+834
+3% +$29.8K ﹤0.01% 1427
2017
Q4 		$755K Hold
24,450
– – ﹤0.01% 1291
2017
Q3 		$639K Sell
24,450
-51,750
-68% -$1.34M ﹤0.01% 1296
2017
Q2 		$2.26M Buy
76,200
+14,400
+23% +$418K 0.01% 1000
2017
Q1 		$1.82M Buy
61,800
+37,200
+151% +$1.15M 0.01% 1006
2016
Q4 		$844K Buy
+24,600
New +$687K ﹤0.01% 1127

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CWM
Cranbrook Wealth Management Bloomfield Hills, Michigan $492M AUM 14.37% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return