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Simplicity Solutions’s Green Dot GDOT Stock Holding History

Simplicity Solutions’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
2016
Q1 		– Sell
-51,260
Closed -$842K – 307
2015
Q4 		$842K Buy
+51,260
New +$879K 0.1% 296

Other funds holding GDOT

HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simplicity Solutions's GDOT Position: Q1 2016 in Review

Simplicity Solutions sold out of Green Dot (GDOT) in Q1 2016, closing a stake of 51,260 shares — an estimated $842K sold.

Simplicity Solutions first reported a position in GDOT in Q4 2015 and held it in 1 quarter. The position peaked at $842K in Q4 2015. 170 funds tracked by Wall St. Rank hold GDOT as of Q1 2016.

  • Simplicity Solutions reported no remaining Green Dot position as of Q1 2016 after selling out during the quarter.
  • Simplicity Solutions sold 51,260 Green Dot shares in Q1 2016, an estimated $842K.
  • Simplicity Solutions first reported a position in Green Dot in Q4 2015 and held it in 1 quarter.
  • Simplicity Solutions's Green Dot position peaked at $842K in Q4 2015.
  • 170 funds tracked by Wall St. Rank held Green Dot as of Q1 2016.

Based on Simplicity Solutions's 13F filing for Q1 2016, filed 26 Apr 2016.