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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EAM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CTA

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

AAMU

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

Whittier Trust's GDOT Position: Q1 2019 in Review

Whittier Trust sold out of Green Dot (GDOT) in Q1 2019, closing a stake of 1,057 shares — an estimated $84K sold.

Whittier Trust first reported a position in GDOT in Q4 2014 and held it in 11 quarters. The position peaked at $94K in Q3 2018. 277 funds tracked by Wall St. Rank hold GDOT as of Q1 2019.

Whittier Trust reported no remaining Green Dot position as of Q1 2019 after selling out during the quarter.
Whittier Trust sold 1,057 Green Dot shares in Q1 2019, an estimated $84K.
Whittier Trust first reported a position in Green Dot in Q4 2014 and held it in 11 quarters.
Whittier Trust's Green Dot position peaked at $94K in Q3 2018.
277 funds tracked by Wall St. Rank held Green Dot as of Q1 2019.

Based on Whittier Trust's 13F filing for Q1 2019, filed 29 Apr 2019.