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Ladenburg Thalmann Financial Services’s Green Dot GDOT Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$12K Buy
508
+36
+8% +$898 ﹤0.01% 4400
2019
Q3 		$12K Sell
472
-874
-65% -$32.3K ﹤0.01% 4298
2019
Q2 		$65K Buy
1,346
+371
+38% +$20.2K ﹤0.01% 3272
2019
Q1 		$60K Sell
975
-424
-30% -$29.6K ﹤0.01% 3275
2018
Q4 		$111K Sell
1,399
-262
-16% -$20.7K ﹤0.01% 2682
2018
Q3 		$146K Buy
1,661
+899
+118% +$74.7K ﹤0.01% 2546
2018
Q2 		$49K Hold
762
– – ﹤0.01% 3265
2018
Q1 		$49K Hold
762
– – ﹤0.01% 3265
2017
Q4 		$46K Buy
762
+11
+1% +$645 ﹤0.01% 3272
2017
Q3 		$37K Sell
751
-148
-16% -$6.56K ﹤0.01% 3306
2017
Q2 		$34K Sell
899
-25
-3% -$903 ﹤0.01% 3274
2017
Q1 		$31K Hold
924
– – ﹤0.01% 3250
2016
Q4 		$22K Buy
924
+61
+7% +$1.43K ﹤0.01% 3422
2016
Q3 		$20K Buy
863
+93
+12% +$2.18K ﹤0.01% 3402
2016
Q2 		$18K Buy
770
+733
+1,981% +$16.3K ﹤0.01% 3412
2016
Q1 		$1K Buy
+37
New +$718 ﹤0.01% 4511
2015
Q2 		– Sell
-6,395
Closed -$102K – 4685
2015
Q1 		$102K Buy
+6,395
New +$109K ﹤0.01% 2069
2014
Q2 		– Sell
-620
Closed -$12K – 3916
2014
Q1 		$12K Sell
620
-1,681
-73% -$37.2K ﹤0.01% 2858
2013
Q4 		$58K Buy
2,301
+500
+28% +$11.6K ﹤0.01% 1812
2013
Q3 		$45K Buy
1,801
+134
+8% +$3.1K ﹤0.01% 1892
2013
Q2 		$33K Buy
+1,667
New +$29.3K ﹤0.01% 2008

Other funds holding GDOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ladenburg Thalmann Financial Services's GDOT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Green Dot (GDOT) stake by 7.6% in Q4 2019, buying an estimated $898 and bringing the position to 508 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Ladenburg Thalmann Financial Services first reported a position in GDOT in Q2 2013 and has held it in 21 quarters since. The position peaked at $146K in Q3 2018. 210 funds tracked by Wall St. Rank hold GDOT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 508 shares of Green Dot worth $12K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 36 Green Dot shares in Q4 2019, an estimated $898.
  • Green Dot made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4400 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Green Dot in Q2 2013 and has held it in 21 quarters since.
  • Ladenburg Thalmann Financial Services's Green Dot position peaked at $146K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held Green Dot as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.