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Chartwell Investment Partners’s Green Dot GDOT Stock Holding History

Chartwell Investment Partners’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
2019
Q1 		– Sell
-24,767
Closed -$1.97M – 447
2018
Q4 		$1.97M Sell
24,767
-17,017
-41% -$1.34M 0.07% 336
2018
Q3 		$3.71M Buy
41,784
+16,961
+68% +$1.41M 0.11% 272
2018
Q2 		$1.82M Buy
+24,823
New +$1.71M 0.05% 385
2014
Q1 		– Sell
-590,955
Closed -$14.9M – 352
2013
Q4 		$14.9M Buy
+590,955
New +$13.8M 0.3% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Chartwell Investment Partners's GDOT Position: Q1 2019 in Review

Chartwell Investment Partners sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 24,767 shares — an estimated $1.97M sold.

Chartwell Investment Partners first reported a position in GDOT in Q4 2013 and held it in 4 quarters. The position peaked at $14.9M in Q4 2013. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

  • Chartwell Investment Partners reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 24,767 Green Dot shares in Q1 2019, an estimated $1.97M.
  • Chartwell Investment Partners first reported a position in Green Dot in Q4 2013 and held it in 4 quarters.
  • Chartwell Investment Partners's Green Dot position peaked at $14.9M in Q4 2013.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on Chartwell Investment Partners's 13F filing for Q1 2019, filed 11 Apr 2019.