CIBC Private Wealth Group
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CIBC Private Wealth Group’s Green Dot GDOT Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-5,268
Closed -$320K – 935
2019
Q1 		$320K Buy
+5,268
New +$367K ﹤0.01% 811
2018
Q3 		– Sell
-125
Closed -$9K – 1248
2018
Q2 		$9K Buy
+125
New +$8.62K ﹤0.01% 1587

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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 $3.38T AUM 44.17% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CIBC Private Wealth Group's GDOT Position: Q2 2019 in Review

CIBC Private Wealth Group sold out of Green Dot (GDOT) in Q2 2019, closing a stake of 5,268 shares — an estimated $320K sold.

CIBC Private Wealth Group first reported a position in GDOT in Q2 2018 and held it in 2 quarters. The position peaked at $320K in Q1 2019. 252 funds tracked by Wall St. Rank hold GDOT as of Q2 2019.

  • CIBC Private Wealth Group reported no remaining Green Dot position as of Q2 2019 after selling out during the quarter.
  • CIBC Private Wealth Group sold 5,268 Green Dot shares in Q2 2019, an estimated $320K.
  • CIBC Private Wealth Group first reported a position in Green Dot in Q2 2018 and held it in 2 quarters.
  • CIBC Private Wealth Group's Green Dot position peaked at $320K in Q1 2019.
  • 252 funds tracked by Wall St. Rank held Green Dot as of Q2 2019.

Based on CIBC Private Wealth Group's 13F filing for Q2 2019, filed 31 Jul 2019.