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Ground Swell Capital’s Green Dot GDOT Stock Holding History

Ground Swell Capital’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
2014
Q3 		$10K Buy
+472
New +$8.86K 0.02% 951

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ground Swell Capital's GDOT Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Green Dot (GDOT) in Q3 2014: 472 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #951 among its holdings.

150 funds tracked by Wall St. Rank hold GDOT as of Q3 2014.

  • Ground Swell Capital held 472 shares of Green Dot worth $10K as of Q3 2014.
  • Green Dot was a new Ground Swell Capital position in Q3 2014.
  • Green Dot made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #951 holding.
  • 150 funds tracked by Wall St. Rank held Green Dot as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.