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Ipswich Investment Management’s Green Dot GDOT Stock Holding History

Ipswich Investment 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
Q1 		– Sell
-875
Closed -$70K – 257
2018
Q4 		$70K Buy
+875
New +$69.1K 0.03% 249

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Ipswich Investment Management's GDOT Position: Q1 2019 in Review

Ipswich Investment Management sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 875 shares — an estimated $70K sold.

Ipswich Investment Management first reported a position in GDOT in Q4 2018 and held it in 1 quarter. The position peaked at $70K in Q4 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

  • Ipswich Investment Management reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 875 Green Dot shares in Q1 2019, an estimated $70K.
  • Ipswich Investment Management first reported a position in Green Dot in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Green Dot position peaked at $70K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.