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Winslow Evans & Crocker’s Pathward Financial CASH Stock Holding History

Winslow Evans & Crocker’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
-36
Closed -$2K – 1165
2019
Q1 		$2K Buy
+36
New +$787 ﹤0.01% 1112

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 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

Winslow Evans & Crocker's CASH Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of Pathward Financial (CASH) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in CASH in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 153 funds tracked by Wall St. Rank hold CASH as of Q2 2019.

  • Winslow Evans & Crocker reported no remaining Pathward Financial position as of Q2 2019 after selling out during the quarter.
  • Winslow Evans & Crocker sold 36 Pathward Financial shares in Q2 2019, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Pathward Financial in Q1 2019 and held it in 1 quarter.
  • Winslow Evans & Crocker's Pathward Financial position peaked at $2K in Q1 2019.
  • 153 funds tracked by Wall St. Rank held Pathward Financial as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.