Whittier Trust’s Green Dot GDOT Stock Holding History

Whittier Trust’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 Q1	–	Sell	-1,057	Closed	-$84K	–	1448
2018 Q4	$84K	Hold	1,057	–	–	﹤0.01%	673
2018 Q3	$94K	Hold	1,057	–	–	﹤0.01%	652
2018 Q2	$78K	Hold	1,057	–	–	﹤0.01%	670
2018 Q1	$68K	Hold	1,057	–	–	﹤0.01%	710
2017 Q4	$64K	Hold	1,057	–	–	﹤0.01%	696
2017 Q3	$52K	Hold	1,057	–	–	﹤0.01%	732
2017 Q2	$41K	Hold	1,057	–	–	﹤0.01%	754
2017 Q1	$35K	Hold	1,057	–	–	﹤0.01%	783
2016 Q4	$25K	Hold	1,057	–	–	﹤0.01%	842
2016 Q3	$24K	Buy	+1,057	New	+$24.8K	﹤0.01%	848
2015 Q1	–	Sell	-1,828	Closed	-$37K	–	1231
2014 Q4	$37K	Buy	+1,828	New	+$39.8K	﹤0.01%	695

Other funds holding GDOT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors

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

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return