Sheets Smith Wealth Management’s Green Dot GDOT Stock Holding History

Sheets Smith 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	-7,310	Closed	-$581K	–	320
2018 Q4	$581K	Sell	7,310 -6	-0.1%	-$474	0.16%	144
2018 Q3	$650K	Sell	7,316 -34	-0.5%	-$2.83K	0.13%	176
2018 Q2	$539K	Buy	7,350 +913	+14%	+$63K	0.13%	176
2018 Q1	$413K	Buy	6,437 +3	+0%	+$189	0.1%	208
2017 Q4	$388K	Buy	6,434 +142	+2%	+$8.33K	0.09%	225
2017 Q3	$312K	Buy	+6,292	New	+$279K	0.08%	249

Other funds holding GDOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Sheets Smith Wealth Management's GDOT Position: Q1 2019 in Review

Sheets Smith Wealth Management sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 7,310 shares — an estimated $581K sold.

Sheets Smith Wealth Management first reported a position in GDOT in Q3 2017 and held it in 6 quarters. The position peaked at $650K in Q3 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

Sheets Smith Wealth Management reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,310 Green Dot shares in Q1 2019, an estimated $581K.
Sheets Smith Wealth Management first reported a position in Green Dot in Q3 2017 and held it in 6 quarters.
Sheets Smith Wealth Management's Green Dot position peaked at $650K in Q3 2018.
277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.