Capstone Investment Advisors
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Capstone Investment Advisors’s Green Dot GDOT Stock Holding History

Capstone Investment 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
2018
Q1 		– Sell
-7,100
Closed -$427K – 420
2017
Q4 		$427K Buy
+7,100
New +$416K 0.01% 298
2017
Q1 		– Sell
-22,585
Closed -$531K – 969
2016
Q4 		$531K Sell
22,585
-532
-2% -$12.4K 0.02% 571
2016
Q3 		$533K Buy
23,117
+6,448
+39% +$151K 0.01% 507
2016
Q2 		$383K Buy
+16,669
New +$371K 0.01% 525

Other funds holding GDOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Capstone Investment Advisors's GDOT Position: Q1 2018 in Review

Capstone Investment Advisors sold out of Green Dot (GDOT) in Q1 2018, closing a stake of 7,100 shares — an estimated $427K sold.

Capstone Investment Advisors first reported a position in GDOT in Q2 2016 and held it in 4 quarters. The position peaked at $533K in Q3 2016. 268 funds tracked by Wall St. Rank hold GDOT as of Q1 2018.

  • Capstone Investment Advisors reported no remaining Green Dot position as of Q1 2018 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,100 Green Dot shares in Q1 2018, an estimated $427K.
  • Capstone Investment Advisors first reported a position in Green Dot in Q2 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's Green Dot position peaked at $533K in Q3 2016.
  • 268 funds tracked by Wall St. Rank held Green Dot as of Q1 2018.

Based on Capstone Investment Advisors's 13F filing for Q1 2018, filed 15 May 2018.