ZCI
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Zevenbergen Capital Investments’s Green Dot GDOT Stock Holding History

Zevenbergen Capital Investments’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
Q2 		– Sell
-13,805
Closed -$270K – 73
2014
Q1 		$270K Buy
+13,805
New +$306K 0.01% 66

Other funds holding GDOT

SM
SCFF Management Menlo Park, California $31.6M AUM 0.5% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zevenbergen Capital Investments's GDOT Position: Q2 2014 in Review

Zevenbergen Capital Investments sold out of Green Dot (GDOT) in Q2 2014, closing a stake of 13,805 shares — an estimated $270K sold.

Zevenbergen Capital Investments first reported a position in GDOT in Q1 2014 and held it in 1 quarter. The position peaked at $270K in Q1 2014. 147 funds tracked by Wall St. Rank hold GDOT as of Q2 2014.

  • Zevenbergen Capital Investments reported no remaining Green Dot position as of Q2 2014 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 13,805 Green Dot shares in Q2 2014, an estimated $270K.
  • Zevenbergen Capital Investments first reported a position in Green Dot in Q1 2014 and held it in 1 quarter.
  • Zevenbergen Capital Investments's Green Dot position peaked at $270K in Q1 2014.
  • 147 funds tracked by Wall St. Rank held Green Dot as of Q2 2014.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2014, filed 13 Aug 2014.