Crown Advisors Management’s Green Dot GDOT Stock Holding History

Crown Advisors Management’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	-21,618	Closed	-$1.31M	–	50
2019 Q1	$1.31M	Sell	21,618 -4,000	-16%	-$279K	0.98%	39
2018 Q4	$2.04M	Hold	25,618	–	–	2.11%	24
2018 Q3	$2.27M	Hold	25,618	–	–	1.94%	24
2018 Q2	$1.88M	Hold	25,618	–	–	1.59%	28
2018 Q1	$1.64M	Sell	25,618 -5,000	-16%	-$315K	1.56%	29
2017 Q4	$1.84M	Buy	+30,618	New	+$1.8M	1.76%	22

Other funds holding GDOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Crown Advisors Management's GDOT Position: Q2 2019 in Review

Crown Advisors Management sold out of Green Dot (GDOT) in Q2 2019, closing a stake of 21,618 shares — an estimated $1.31M sold.

Crown Advisors Management first reported a position in GDOT in Q4 2017 and held it in 6 quarters. The position peaked at $2.27M in Q3 2018. 252 funds tracked by Wall St. Rank hold GDOT as of Q2 2019.

Crown Advisors Management reported no remaining Green Dot position as of Q2 2019 after selling out during the quarter.
Crown Advisors Management sold 21,618 Green Dot shares in Q2 2019, an estimated $1.31M.
Crown Advisors Management first reported a position in Green Dot in Q4 2017 and held it in 6 quarters.
Crown Advisors Management's Green Dot position peaked at $2.27M in Q3 2018.
252 funds tracked by Wall St. Rank held Green Dot as of Q2 2019.

Based on Crown Advisors Management's 13F filing for Q2 2019, filed 9 Aug 2019.