GIA
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Gargoyle Investment Advisor’s Green Dot GDOT Stock Holding History

Gargoyle Investment Advisor’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
2016
Q2 		– Sell
-25,607
Closed -$588K – 194
2016
Q1 		$588K Sell
25,607
-8,245
-24% -$160K 0.2% 149
2015
Q4 		$556K Buy
33,852
+1,736
+5% +$29.8K 0.23% 123
2015
Q3 		$565K Buy
32,116
+827
+3% +$15.4K 0.23% 125
2015
Q2 		$598K Hold
31,289
– – 0.23% 128
2015
Q1 		$498K Hold
31,289
– – 0.19% 137
2014
Q4 		$641K Buy
31,289
+7,200
+30% +$157K 0.23% 104
2014
Q3 		$509K Buy
+24,089
New +$452K 0.19% 117
2014
Q1 		– Sell
-22,618
Closed -$569K – 130
2013
Q4 		$569K Hold
22,618
– – 0.27% 80
2013
Q3 		$596K Sell
22,618
-4,580
-17% -$106K 0.37% 64
2013
Q2 		$543K Buy
+27,198
New +$478K 0.27% 74

Other funds holding GDOT

HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.13B AUM 47.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return