BWM
DBD

Baystate Wealth Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Baystate Wealth Management’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
Q1 		– Sell
-37
Closed -$1K – 735
2017
Q4 		$1K Hold
37
– – ﹤0.01% 637
2017
Q3 		$1K Buy
+37
New +$788 ﹤0.01% 615

Other funds holding DBD

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SAM
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AIM
Atlantic Investment Management New York $172M AUM 39.5% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Baystate Wealth Management's DBD Position: Q1 2018 in Review

Baystate Wealth Management sold out of Diebold Nixdorf Incorporated (DBD) in Q1 2018, closing a stake of 37 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in DBD in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 246 funds tracked by Wall St. Rank hold DBD as of Q1 2018.

  • Baystate Wealth Management reported no remaining Diebold Nixdorf Incorporated position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 37 Diebold Nixdorf Incorporated shares in Q1 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Diebold Nixdorf Incorporated in Q3 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Diebold Nixdorf Incorporated position peaked at $1K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.