LWA
DBD

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

Lenox 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
2015
Q2 		– Sell
-1
Closed – – 336
2015
Q1 		$0 Hold
1
– – ﹤0.01% 332
2014
Q4 		$0 Sell
1
-3
-75% -$106 ﹤0.01% 346
2014
Q3 		$0 Hold
4
– – ﹤0.01% 289
2014
Q2 		$0 Hold
4
– – ﹤0.01% 192
2014
Q1 		$0 Hold
4
– – ﹤0.01% 352
2013
Q4 		$0 Sell
4
-101
-96% -$3.15K ﹤0.01% 414
2013
Q3 		$3K Buy
105
+1
+1% +$31 ﹤0.01% 216
2013
Q2 		$3K Buy
+104
New +$3.22K ﹤0.01% 217

Other funds holding DBD

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lenox Wealth Advisors's DBD Position: Q2 2015 in Review

Lenox Wealth Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2015, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in DBD in Q2 2013 and held it in 8 quarters. The position peaked at $3K in Q3 2013. 228 funds tracked by Wall St. Rank hold DBD as of Q2 2015.

  • Lenox Wealth Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q2 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1 Diebold Nixdorf Incorporated share in Q2 2015.
  • Lenox Wealth Advisors first reported a position in Diebold Nixdorf Incorporated in Q2 2013 and held it in 8 quarters.
  • Lenox Wealth Advisors's Diebold Nixdorf Incorporated position peaked at $3K in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2015.

Based on Lenox Wealth Advisors's 13F filing for Q2 2015, filed 9 Jul 2015.