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Institutional & Family Asset Management’s Green Dot GDOT Stock Holding History

Institutional & Family 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
2019
Q3 		– Sell
-39
Closed -$2K – 851
2019
Q2 		$2K Hold
39
– – ﹤0.01% 713
2019
Q1 		$2K Hold
39
– – ﹤0.01% 715
2018
Q4 		$3K Hold
39
– – ﹤0.01% 641
2018
Q3 		$3K Hold
39
– – ﹤0.01% 676
2018
Q2 		$3K Hold
39
– – ﹤0.01% 666
2018
Q1 		$3K Buy
+39
New +$2.46K ﹤0.01% 660

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Institutional & Family Asset Management's GDOT Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Green Dot (GDOT) in Q3 2019, closing a stake of 39 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in GDOT in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q4 2018. 220 funds tracked by Wall St. Rank hold GDOT as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining Green Dot position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 39 Green Dot shares in Q3 2019, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in Green Dot in Q1 2018 and held it in 6 quarters.
  • Institutional & Family Asset Management's Green Dot position peaked at $3K in Q4 2018.
  • 220 funds tracked by Wall St. Rank held Green Dot as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.