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MorganRosel Wealth Management’s Green Dot GDOT Stock Holding History

MorganRosel Wealth 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
-10,023
Closed -$797K – 71
2018
Q4 		$797K Buy
+10,023
New +$792K 0.82% 26

Other funds holding GDOT

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

MorganRosel Wealth Management's GDOT Position: Q1 2019 in Review

MorganRosel Wealth Management sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 10,023 shares — an estimated $797K sold.

MorganRosel Wealth Management first reported a position in GDOT in Q4 2018 and held it in 1 quarter. The position peaked at $797K in Q4 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

  • MorganRosel Wealth Management reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 10,023 Green Dot shares in Q1 2019, an estimated $797K.
  • MorganRosel Wealth Management first reported a position in Green Dot in Q4 2018 and held it in 1 quarter.
  • MorganRosel Wealth Management's Green Dot position peaked at $797K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on MorganRosel Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.