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IPG Investment Advisors’s Green Dot GDOT Stock Holding History

IPG Investment Advisors’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
Q4 		– Sell
-2,755
Closed -$245K – 158
2018
Q3 		$245K Buy
+2,755
New +$229K 0.08% 144
2018
Q2 		– Sell
-3,640
Closed -$234K – 166
2018
Q1 		$234K Buy
+3,640
New +$229K 0.08% 129

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 $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

IPG Investment Advisors's GDOT Position: Q4 2018 in Review

IPG Investment Advisors sold out of Green Dot (GDOT) in Q4 2018, closing a stake of 2,755 shares — an estimated $245K sold.

IPG Investment Advisors first reported a position in GDOT in Q1 2018 and held it in 2 quarters. The position peaked at $245K in Q3 2018. 281 funds tracked by Wall St. Rank hold GDOT as of Q4 2018.

  • IPG Investment Advisors reported no remaining Green Dot position as of Q4 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 2,755 Green Dot shares in Q4 2018, an estimated $245K.
  • IPG Investment Advisors first reported a position in Green Dot in Q1 2018 and held it in 2 quarters.
  • IPG Investment Advisors's Green Dot position peaked at $245K in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Green Dot as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.