GBBWRPM
DBD

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q3 		– Sell
-215
Closed -$5K – 464
2016
Q2 		$5K Sell
215
-95
-31% -$2.45K ﹤0.01% 326
2016
Q1 		$8K Hold
310
– – ﹤0.01% 282
2015
Q4 		$9K Buy
+310
New +$10.5K ﹤0.01% 266

Other funds holding DBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's DBD Position: Q3 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Diebold Nixdorf Incorporated (DBD) in Q3 2016, closing a stake of 215 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DBD in Q4 2015 and held it in 3 quarters. The position peaked at $9K in Q4 2015. 231 funds tracked by Wall St. Rank hold DBD as of Q3 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Diebold Nixdorf Incorporated position as of Q3 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 215 Diebold Nixdorf Incorporated shares in Q3 2016, an estimated $5K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Diebold Nixdorf Incorporated in Q4 2015 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Diebold Nixdorf Incorporated position peaked at $9K in Q4 2015.
  • 231 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q3 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2016, filed 14 Nov 2016.