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Mount Yale Investment Advisors’s Green Dot GDOT Stock Holding History

Mount Yale 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
-284
Closed -$24K – 487
2018
Q3 		$24K Sell
284
-85
-23% -$7.07K ﹤0.01% 744
2018
Q2 		$27K Hold
369
– – 0.01% 738
2018
Q1 		$24K Buy
+369
New +$23.3K 0.01% 736

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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's GDOT Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Green Dot (GDOT) in Q4 2018, closing a stake of 284 shares — an estimated $24K sold.

Mount Yale Investment Advisors first reported a position in GDOT in Q1 2018 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 281 funds tracked by Wall St. Rank hold GDOT as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Green Dot position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 284 Green Dot shares in Q4 2018, an estimated $24K.
  • Mount Yale Investment Advisors first reported a position in Green Dot in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Green Dot position peaked at $27K in Q2 2018.
  • 281 funds tracked by Wall St. Rank held Green Dot as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.