NFG
GDOT icon

Next Financial Group’s Green Dot GDOT Stock Holding History

Next Financial Group’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
2015
Q2 		– Sell
-300
Closed -$4K – 1878
2015
Q1 		$4K Hold
300
– – ﹤0.01% 1537
2014
Q4 		$6K Hold
300
– – ﹤0.01% 1427
2014
Q3 		$6K Hold
300
– – ﹤0.01% 1975
2014
Q2 		$6K Buy
+300
New +$5.54K ﹤0.01% 879

Other funds holding GDOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Next Financial Group's GDOT Position: Q2 2015 in Review

Next Financial Group sold out of Green Dot (GDOT) in Q2 2015, closing a stake of 300 shares — an estimated $4K sold.

Next Financial Group first reported a position in GDOT in Q2 2014 and held it in 4 quarters. The position peaked at $6K in Q4 2014. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2015.

  • Next Financial Group reported no remaining Green Dot position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 300 Green Dot shares in Q2 2015, an estimated $4K.
  • Next Financial Group first reported a position in Green Dot in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's Green Dot position peaked at $6K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.