DIA
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Davidson Investment Advisors’s Green Dot GDOT Stock Holding History

Davidson 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
2017
Q3 		– Sell
-310
Closed -$11K – 137
2017
Q2 		$11K Hold
310
– – ﹤0.01% 174
2017
Q1 		$10K Sell
310
-435
-58% -$12.3K ﹤0.01% 181
2016
Q4 		$17K Hold
745
– – ﹤0.01% 175
2016
Q3 		$17K Hold
745
– – ﹤0.01% 167
2016
Q2 		$17K Sell
745
-22,845
-97% -$509K ﹤0.01% 167
2016
Q1 		$539K Sell
23,590
-55,575
-70% -$1.08M 0.09% 96
2015
Q4 		$1.3M Buy
79,165
+145
+0.2% +$2.49K 0.22% 98
2015
Q3 		$1.39M Buy
79,020
+27,730
+54% +$515K 0.25% 90
2015
Q2 		$978K Sell
51,290
-51,020
-50% -$828K 0.15% 108
2015
Q1 		$1.63M Sell
102,310
-1,335
-1% -$22.8K 0.24% 93
2014
Q4 		$2.12M Sell
103,645
-125,280
-55% -$2.73M 0.32% 88
2014
Q3 		$5.48M Buy
228,925
+120,185
+111% +$2.26M 0.43% 80
2014
Q2 		$2.06M Sell
108,740
-4,545
-4% -$83.9K 0.3% 89
2014
Q1 		$2.21M Sell
113,285
-3,415
-3% -$75.6K 0.33% 88
2013
Q4 		$2.93M Sell
116,700
-7,460
-6% -$174K 0.45% 76
2013
Q3 		$3.27M Sell
124,160
-3,760
-3% -$86.9K 0.53% 78
2013
Q2 		$2.55M Buy
+127,920
New +$2.25M 0.43% 78

Other funds holding GDOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return