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West Branch Capital’s Pathward Financial CASH Stock Holding History

West Branch Capital’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
Q4 		– Sell
-46,029
Closed -$15K – 75
2018
Q3 		$15K Buy
+46,029
New +$1.38M 0.01% 89

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NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Branch Capital's CASH Position: Q4 2018 in Review

West Branch Capital sold out of Pathward Financial (CASH) in Q4 2018, closing a stake of 46,029 shares — an estimated $15K sold.

West Branch Capital first reported a position in CASH in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 146 funds tracked by Wall St. Rank hold CASH as of Q4 2018.

  • West Branch Capital reported no remaining Pathward Financial position as of Q4 2018 after selling out during the quarter.
  • West Branch Capital sold 46,029 Pathward Financial shares in Q4 2018, an estimated $15K.
  • West Branch Capital first reported a position in Pathward Financial in Q3 2018 and held it in 1 quarter.
  • West Branch Capital's Pathward Financial position peaked at $15K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Pathward Financial as of Q4 2018.

Based on West Branch Capital's 13F filing for Q4 2018, filed 7 Feb 2019.