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DBD

Avantax Planning Partners’s Diebold Nixdorf Incorporated DBD Stock Holding History

Avantax Planning Partners’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-275
Closed -$1K – 1283
2018
Q3 		$1K Buy
+275
New +$2.01K ﹤0.01% 1433
2018
Q2 		– Sell
-240
Closed -$4K – 1601
2018
Q1 		$4K Buy
+240
New +$4.01K ﹤0.01% 1463

Other funds holding DBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Avantax Planning Partners's DBD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2018, closing a stake of 275 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in DBD in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 197 funds tracked by Wall St. Rank hold DBD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Diebold Nixdorf Incorporated position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 275 Diebold Nixdorf Incorporated shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Diebold Nixdorf Incorporated in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Diebold Nixdorf Incorporated position peaked at $4K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.