Symphony Asset Management’s Green Dot GDOT Stock Holding History

Symphony Asset 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 Q2	–	Sell	-10,438	Closed	-$633K	–	184
2019 Q1	$633K	Buy	10,438 +4,346	+71%	+$303K	0.16%	92
2018 Q4	$484K	Sell	6,092 -3,855	-39%	-$304K	0.14%	84
2018 Q3	$884K	Buy	9,947 +1,154	+13%	+$95.9K	0.24%	48
2018 Q2	$619K	Sell	8,793 -12,330	-58%	-$850K	0.12%	146
2018 Q1	$1.35M	Sell	21,123 -12,849	-38%	-$810K	0.17%	134
2017 Q4	$2.05M	Buy	33,972 +8,096	+31%	+$475K	0.21%	115
2017 Q3	$1.28M	Sell	25,876 -1,758	-6%	-$78K	0.14%	156
2017 Q2	$1.06M	Sell	27,634 -5,967	-18%	-$216K	0.12%	177
2017 Q1	$1.12M	Sell	33,601 -12,563	-27%	-$356K	0.11%	191
2016 Q4	$1.09M	Sell	46,164 -4,943	-10%	-$116K	0.11%	188
2016 Q3	$1.18M	Buy	51,107 +11,727	+30%	+$275K	0.12%	176
2016 Q2	$906K	Sell	39,380 -22,109	-36%	-$492K	0.1%	191
2016 Q1	$1.41M	Buy	61,489 +33,065	+116%	+$642K	0.15%	150
2015 Q4	$467K	Hold	28,424	–	–	0.05%	290
2015 Q3	$501K	Buy	+28,424	New	+$528K	0.06%	309

Other funds holding GDOT

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T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return