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Sonora Investment Management’s Green Dot GDOT Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-128
Closed -$2K – 929
2015
Q3 		$2K Buy
+128
New +$2.38K ﹤0.01% 981

Other funds holding GDOT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return

Sonora Investment Management's GDOT Position: Q4 2015 in Review

Sonora Investment Management sold out of Green Dot (GDOT) in Q4 2015, closing a stake of 128 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in GDOT in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 150 funds tracked by Wall St. Rank hold GDOT as of Q4 2015.

  • Sonora Investment Management reported no remaining Green Dot position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 128 Green Dot shares in Q4 2015, an estimated $2K.
  • Sonora Investment Management first reported a position in Green Dot in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Green Dot position peaked at $2K in Q3 2015.
  • 150 funds tracked by Wall St. Rank held Green Dot as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.