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Washington Trust Bank’s Pathward Financial CASH Stock Holding History

Washington Trust Bank’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
-600
Closed -$12K – 243
2019
Q1 		$12K Hold
600
– – ﹤0.01% 484
2018
Q4 		$12K Hold
600
– – ﹤0.01% 472
2018
Q3 		$17K Hold
600
– – ﹤0.01% 488
2018
Q2 		$19K Hold
600
– – ﹤0.01% 473
2018
Q1 		$22K Hold
600
– – ﹤0.01% 501
2017
Q4 		$19K Hold
600
– – ﹤0.01% 552
2017
Q3 		$16K Buy
+600
New +$15.5K ﹤0.01% 535

Other funds holding CASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $3.37T AUM 44.26% 1-Year Est. Return

Washington Trust Bank's CASH Position: Q2 2019 in Review

Washington Trust Bank sold out of Pathward Financial (CASH) in Q2 2019, closing a stake of 600 shares — an estimated $12K sold.

Washington Trust Bank first reported a position in CASH in Q3 2017 and held it in 7 quarters. The position peaked at $22K in Q1 2018. 153 funds tracked by Wall St. Rank hold CASH as of Q2 2019.

  • Washington Trust Bank reported no remaining Pathward Financial position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 600 Pathward Financial shares in Q2 2019, an estimated $12K.
  • Washington Trust Bank first reported a position in Pathward Financial in Q3 2017 and held it in 7 quarters.
  • Washington Trust Bank's Pathward Financial position peaked at $22K in Q1 2018.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.