SKK
GDOT icon

Shepherd Kaplan Krochuk’s Green Dot GDOT Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q3 		– Sell
-13,232
Closed -$264K – 608
2013
Q2 		$264K Buy
+13,232
New +$233K 0.05% 331

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Shepherd Kaplan Krochuk's GDOT Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Green Dot (GDOT) in Q3 2013, closing a stake of 13,232 shares — an estimated $264K sold.

Shepherd Kaplan Krochuk first reported a position in GDOT in Q2 2013 and held it in 1 quarter. The position peaked at $264K in Q2 2013. 140 funds tracked by Wall St. Rank hold GDOT as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Green Dot position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,232 Green Dot shares in Q3 2013, an estimated $264K.
  • Shepherd Kaplan Krochuk first reported a position in Green Dot in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Green Dot position peaked at $264K in Q2 2013.
  • 140 funds tracked by Wall St. Rank held Green Dot as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.