1IC
GDOT icon

1919 Investment Counsel’s Green Dot GDOT Stock Holding History

1919 Investment Counsel’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-25,000
Closed -$659K – 1010
2013
Q3 		$659K Hold
25,000
– – 0.01% 408
2013
Q2 		$499K Buy
+25,000
New +$439K 0.01% 423

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

1919 Investment Counsel's GDOT Position: Q4 2013 in Review

1919 Investment Counsel sold out of Green Dot (GDOT) in Q4 2013, closing a stake of 25,000 shares — an estimated $659K sold.

1919 Investment Counsel first reported a position in GDOT in Q2 2013 and held it in 2 quarters. The position peaked at $659K in Q3 2013. 151 funds tracked by Wall St. Rank hold GDOT as of Q4 2013.

  • 1919 Investment Counsel reported no remaining Green Dot position as of Q4 2013 after selling out during the quarter.
  • 1919 Investment Counsel sold 25,000 Green Dot shares in Q4 2013, an estimated $659K.
  • 1919 Investment Counsel first reported a position in Green Dot in Q2 2013 and held it in 2 quarters.
  • 1919 Investment Counsel's Green Dot position peaked at $659K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Green Dot as of Q4 2013.

Based on 1919 Investment Counsel's 13F filing for Q4 2013, filed 14 Feb 2014.