WCM Investment Management
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WCM Investment Management’s Green Dot GDOT Stock Holding History

WCM 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
2019
Q3 		– Sell
-32,646
Closed -$1.6M – 158
2019
Q2 		$1.6M Buy
32,646
+9,028
+38% +$492K 0.01% 85
2019
Q1 		$1.43M Buy
+23,618
New +$1.65M 0.01% 98

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WCM Investment Management's GDOT Position: Q3 2019 in Review

WCM Investment Management sold out of Green Dot (GDOT) in Q3 2019, closing a stake of 32,646 shares — an estimated $1.6M sold.

WCM Investment Management first reported a position in GDOT in Q1 2019 and held it in 2 quarters. The position peaked at $1.6M in Q2 2019. 220 funds tracked by Wall St. Rank hold GDOT as of Q3 2019.

  • WCM Investment Management reported no remaining Green Dot position as of Q3 2019 after selling out during the quarter.
  • WCM Investment Management sold 32,646 Green Dot shares in Q3 2019, an estimated $1.6M.
  • WCM Investment Management first reported a position in Green Dot in Q1 2019 and held it in 2 quarters.
  • WCM Investment Management's Green Dot position peaked at $1.6M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Green Dot as of Q3 2019.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.