Baltimore-Washington Financial Advisors’s Green Dot GDOT Stock Holding History

Baltimore-Washington Financial Advisors’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
2015 Q1	–	Sell	-120,255	Closed	-$2.46M	–	311
2014 Q4	$2.46M	Buy	120,255 +15,865	+15%	+$345K	0.73%	59
2014 Q3	$2.21M	Buy	104,390 +10,900	+12%	+$205K	0.71%	60
2014 Q2	$1.77M	Buy	93,490 +2,965	+3%	+$54.7K	0.55%	66
2014 Q1	$1.77M	Buy	90,525 +50,490	+126%	+$1.12M	0.6%	64
2013 Q4	$1.01M	Buy	+40,035	New	+$933K	0.34%	75

Other funds holding GDOT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCS

Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baltimore-Washington Financial Advisors's GDOT Position: Q1 2015 in Review

Baltimore-Washington Financial Advisors sold out of Green Dot (GDOT) in Q1 2015, closing a stake of 120,255 shares — an estimated $2.46M sold.

Baltimore-Washington Financial Advisors first reported a position in GDOT in Q4 2013 and held it in 5 quarters. The position peaked at $2.46M in Q4 2014. 161 funds tracked by Wall St. Rank hold GDOT as of Q1 2015.

Baltimore-Washington Financial Advisors reported no remaining Green Dot position as of Q1 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 120,255 Green Dot shares in Q1 2015, an estimated $2.46M.
Baltimore-Washington Financial Advisors first reported a position in Green Dot in Q4 2013 and held it in 5 quarters.
Baltimore-Washington Financial Advisors's Green Dot position peaked at $2.46M in Q4 2014.
161 funds tracked by Wall St. Rank held Green Dot as of Q1 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2015, filed 8 Apr 2015.