Kaizen Advisory’s Green Dot GDOT Stock Holding History

Kaizen Advisory’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 Q1	–	Sell	-22,241	Closed	-$1.34M	–	596
2017 Q4	$1.34M	Buy	+22,241	New	+$1.3M	0.8%	32

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Kaizen Advisory's GDOT Position: Q1 2018 in Review

Kaizen Advisory sold out of Green Dot (GDOT) in Q1 2018, closing a stake of 22,241 shares — an estimated $1.34M sold.

Kaizen Advisory first reported a position in GDOT in Q4 2017 and held it in 1 quarter. The position peaked at $1.34M in Q4 2017. 268 funds tracked by Wall St. Rank hold GDOT as of Q1 2018.

Kaizen Advisory reported no remaining Green Dot position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 22,241 Green Dot shares in Q1 2018, an estimated $1.34M.
Kaizen Advisory first reported a position in Green Dot in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Green Dot position peaked at $1.34M in Q4 2017.
268 funds tracked by Wall St. Rank held Green Dot as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.