JWA
DBD

JFS Wealth Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

JFS Wealth Advisors’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
2019
Q1 		– Sell
-334
Closed -$1K – 484
2018
Q4 		$1K Sell
334
-5,594
-94% -$20.1K ﹤0.01% 442
2018
Q3 		$27K Hold
5,928
– – 0.01% 294
2018
Q2 		$71K Sell
5,928
-276
-4% -$3.69K 0.02% 218
2018
Q1 		$96K Buy
6,204
+20
+0.3% +$334 0.03% 198
2017
Q4 		$101K Sell
6,184
-283
-4% -$5.47K 0.02% 196
2017
Q3 		$148K Sell
6,467
-492
-7% -$10.5K 0.04% 160
2017
Q2 		$195K Buy
6,959
+2
+0% +$55 0.05% 120
2017
Q1 		$175K Hold
6,957
– – 0.05% 138
2016
Q4 		$175K Buy
+6,957
New +$164K 0.05% 138

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
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

JFS Wealth Advisors's DBD Position: Q1 2019 in Review

JFS Wealth Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q1 2019, closing a stake of 334 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in DBD in Q4 2016 and held it in 9 quarters. The position peaked at $195K in Q2 2017. 204 funds tracked by Wall St. Rank hold DBD as of Q1 2019.

  • JFS Wealth Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q1 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 334 Diebold Nixdorf Incorporated shares in Q1 2019, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Diebold Nixdorf Incorporated in Q4 2016 and held it in 9 quarters.
  • JFS Wealth Advisors's Diebold Nixdorf Incorporated position peaked at $195K in Q2 2017.
  • 204 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q1 2019.

Based on JFS Wealth Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.