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Asset Planning Services (Pennsylvania)’s Green Dot GDOT Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q1 		– Sell
-100
Closed -$2K – 288
2016
Q4 		$2K Hold
100
– – ﹤0.01% 263
2016
Q3 		$2K Hold
100
– – ﹤0.01% 253
2016
Q2 		$2K Buy
+100
New +$2.23K ﹤0.01% 268

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s GDOT Position: Q1 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Green Dot (GDOT) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Asset Planning Services (Pennsylvania) first reported a position in GDOT in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 190 funds tracked by Wall St. Rank hold GDOT as of Q1 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Green Dot position as of Q1 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 100 Green Dot shares in Q1 2017, an estimated $2K.
  • Asset Planning Services (Pennsylvania) first reported a position in Green Dot in Q2 2016 and held it in 3 quarters.
  • Asset Planning Services (Pennsylvania)'s Green Dot position peaked at $2K in Q4 2016.
  • 190 funds tracked by Wall St. Rank held Green Dot as of Q1 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2017, filed 18 Apr 2017.