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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

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SM
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HCS
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Fidelity Investments
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Vanguard Group
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QF
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return