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Symons Capital Management’s Green Dot GDOT Stock Holding History

Symons Capital 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
2014
Q1 		– Sell
-22,590
Closed -$568K – 90
2013
Q4 		$568K Sell
22,590
-350
-2% -$8.15K 0.13% 46
2013
Q3 		$604K Sell
22,940
-270
-1% -$6.24K 0.16% 39
2013
Q2 		$463K Buy
+23,210
New +$408K 0.13% 43

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Symons Capital Management's GDOT Position: Q1 2014 in Review

Symons Capital Management sold out of Green Dot (GDOT) in Q1 2014, closing a stake of 22,590 shares — an estimated $568K sold.

Symons Capital Management first reported a position in GDOT in Q2 2013 and held it in 3 quarters. The position peaked at $604K in Q3 2013. 157 funds tracked by Wall St. Rank hold GDOT as of Q1 2014.

  • Symons Capital Management reported no remaining Green Dot position as of Q1 2014 after selling out during the quarter.
  • Symons Capital Management sold 22,590 Green Dot shares in Q1 2014, an estimated $568K.
  • Symons Capital Management first reported a position in Green Dot in Q2 2013 and held it in 3 quarters.
  • Symons Capital Management's Green Dot position peaked at $604K in Q3 2013.
  • 157 funds tracked by Wall St. Rank held Green Dot as of Q1 2014.

Based on Symons Capital Management's 13F filing for Q1 2014, filed 7 May 2014.