FGAM
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Financial Gravity Asset Management’s Green Dot GDOT Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$1K Sell
15
-6
-29% -$499 ﹤0.01% 1136
2018
Q2 		$2K Sell
21
-19
-48% -$1.31K ﹤0.01% 989
2018
Q1 		$2K Buy
+40
New +$2.52K ﹤0.01% 952

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's GDOT Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its Green Dot (GDOT) stake by 29% in Q3 2018, selling an estimated $499 and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Financial Gravity Asset Management first reported a position in GDOT in Q1 2018 and has held it in 3 quarters since. The position peaked at $2K in Q2 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q3 2018.

  • Financial Gravity Asset Management held 15 shares of Green Dot worth $1K as of Q3 2018.
  • Financial Gravity Asset Management sold 6 Green Dot shares in Q3 2018, an estimated $499.
  • Green Dot made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1136 holding.
  • Financial Gravity Asset Management first reported a position in Green Dot in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Green Dot position peaked at $2K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.