WAS
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Winch Advisory Services’s Pathward Financial CASH Stock Holding History

Winch Advisory Services’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
2017
Q3 		– Sell
-92,040
Closed -$31K – 294
2017
Q2 		$31K Buy
+92,040
New +$2.67M 0.02% 136

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NCM
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PFP
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ACM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Winch Advisory Services's CASH Position: Q3 2017 in Review

Winch Advisory Services sold out of Pathward Financial (CASH) in Q3 2017, closing a stake of 92,040 shares — an estimated $31K sold.

Winch Advisory Services first reported a position in CASH in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 147 funds tracked by Wall St. Rank hold CASH as of Q3 2017.

  • Winch Advisory Services reported no remaining Pathward Financial position as of Q3 2017 after selling out during the quarter.
  • Winch Advisory Services sold 92,040 Pathward Financial shares in Q3 2017, an estimated $31K.
  • Winch Advisory Services first reported a position in Pathward Financial in Q2 2017 and held it in 1 quarter.
  • Winch Advisory Services's Pathward Financial position peaked at $31K in Q2 2017.
  • 147 funds tracked by Wall St. Rank held Pathward Financial as of Q3 2017.

Based on Winch Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.