GGPS
DBD

Gary Goldberg Planning Services’s Diebold Nixdorf Incorporated DBD Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$59K Sell
1,699
-259
-13% -$9.13K 0.02% 196
2014
Q3 		$69K Sell
1,958
-31
-2% -$1.17K 0.03% 187
2014
Q2 		$80K Sell
1,989
-119
-6% -$4.57K 0.04% 175
2014
Q1 		$84K Buy
2,108
+1,873
+797% +$67.4K 0.04% 168
2013
Q4 		$8K Buy
+235
New +$7.33K ﹤0.01% 306

Other funds holding DBD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Gary Goldberg Planning Services's DBD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Diebold Nixdorf Incorporated (DBD) stake by 13% in Q4 2014, selling an estimated $9.13K and leaving 1,699 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #196.

Gary Goldberg Planning Services first reported a position in DBD in Q4 2013 and has held it in 5 quarters since. The position peaked at $84K in Q1 2014. 240 funds tracked by Wall St. Rank hold DBD as of Q4 2014.

  • Gary Goldberg Planning Services held 1,699 shares of Diebold Nixdorf Incorporated worth $59K as of Q4 2014.
  • Gary Goldberg Planning Services sold 259 Diebold Nixdorf Incorporated shares in Q4 2014, an estimated $9.13K.
  • Diebold Nixdorf Incorporated made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #196 holding.
  • Gary Goldberg Planning Services first reported a position in Diebold Nixdorf Incorporated in Q4 2013 and has held it in 5 quarters since.
  • Gary Goldberg Planning Services's Diebold Nixdorf Incorporated position peaked at $84K in Q1 2014.
  • 240 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.