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Plante Moran Financial Advisors’s Green Dot GDOT Stock Holding History

Plante Moran Financial 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
2014
Q2 		– Sell
-135
Closed -$3K – 838
2014
Q1 		$3K Hold
135
– – ﹤0.01% 523
2013
Q4 		$3K Hold
135
– – ﹤0.01% 588
2013
Q3 		$4K Hold
135
– – ﹤0.01% 492
2013
Q2 		$3K Buy
+135
New +$2.37K ﹤0.01% 501

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Plante Moran Financial Advisors's GDOT Position: Q2 2014 in Review

Plante Moran Financial Advisors sold out of Green Dot (GDOT) in Q2 2014, closing a stake of 135 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in GDOT in Q2 2013 and held it in 4 quarters. The position peaked at $4K in Q3 2013. 147 funds tracked by Wall St. Rank hold GDOT as of Q2 2014.

  • Plante Moran Financial Advisors reported no remaining Green Dot position as of Q2 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 135 Green Dot shares in Q2 2014, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Green Dot in Q2 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Green Dot position peaked at $4K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held Green Dot as of Q2 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.