Wealthfront’s Green Dot GDOT Stock Holding History

Wealthfront’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 Q4	–	Sell	-100	Closed	-$2K	–	789
2014 Q3	$2K	Buy	+100	New	+$1.88K	﹤0.01%	595

Other funds holding GDOT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCS

Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthfront's GDOT Position: Q4 2014 in Review

Wealthfront sold out of Green Dot (GDOT) in Q4 2014, closing a stake of 100 shares — an estimated $2K sold.

Wealthfront first reported a position in GDOT in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 172 funds tracked by Wall St. Rank hold GDOT as of Q4 2014.

Wealthfront reported no remaining Green Dot position as of Q4 2014 after selling out during the quarter.
Wealthfront sold 100 Green Dot shares in Q4 2014, an estimated $2K.
Wealthfront first reported a position in Green Dot in Q3 2014 and held it in 1 quarter.
Wealthfront's Green Dot position peaked at $2K in Q3 2014.
172 funds tracked by Wall St. Rank held Green Dot as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.