IPC
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Independent Portfolio Consultants’s Green Dot GDOT Stock Holding History

Independent Portfolio Consultants’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
Q2 		$14K Sell
365
-945
-72% -$34.1K 0.01% 657
2017
Q1 		$44K Buy
+1,310
New +$37.1K 0.02% 576

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
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Independent Portfolio Consultants's GDOT Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Green Dot (GDOT) stake by 72% in Q2 2017, selling an estimated $34.1K and leaving 365 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #657.

Independent Portfolio Consultants first reported a position in GDOT in Q1 2017 and has held it in 2 quarters since. The position peaked at $44K in Q1 2017. 194 funds tracked by Wall St. Rank hold GDOT as of Q2 2017.

  • Independent Portfolio Consultants held 365 shares of Green Dot worth $14K as of Q2 2017.
  • Independent Portfolio Consultants sold 945 Green Dot shares in Q2 2017, an estimated $34.1K.
  • Green Dot made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #657 holding.
  • Independent Portfolio Consultants first reported a position in Green Dot in Q1 2017 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's Green Dot position peaked at $44K in Q1 2017.
  • 194 funds tracked by Wall St. Rank held Green Dot as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.