NFG
DBD

Next Financial Group’s Diebold Nixdorf Incorporated DBD Stock Holding History

Next Financial Group’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
Q4 		– Sell
-253
Closed -$1K – 2136
2018
Q3 		$1K Buy
+253
New +$1.84K ﹤0.01% 1442
2017
Q4 		– Sell
-253
Closed -$6K – 1519
2017
Q3 		$6K Hold
253
– – ﹤0.01% 1392
2017
Q2 		$7K Hold
253
– – ﹤0.01% 1464
2017
Q1 		$7K Sell
253
-916
-78% -$25.9K ﹤0.01% 1424
2016
Q4 		$29K Hold
1,169
– – 0.01% 1208
2016
Q3 		$29K Buy
1,169
+916
+362% +$24.3K 0.01% 1194
2016
Q2 		$6K Hold
253
– – ﹤0.01% 1385
2016
Q1 		$7K Hold
253
– – ﹤0.01% 1299
2015
Q4 		$7K Hold
253
– – ﹤0.01% 1308
2015
Q3 		$7K Hold
253
– – ﹤0.01% 1339
2015
Q2 		$8K Hold
253
– – ﹤0.01% 1349
2015
Q1 		$8K Hold
253
– – ﹤0.01% 1352
2014
Q4 		$9K Sell
253
-916
-78% -$32.3K ﹤0.01% 1306
2014
Q3 		$41K Buy
1,169
+253
+28% +$9.54K 0.01% 1056
2014
Q2 		$33K Buy
+916
New +$35.1K 0.02% 460

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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Next Financial Group's DBD Position: Q4 2018 in Review

Next Financial Group sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2018, closing a stake of 253 shares — an estimated $1K sold.

Next Financial Group first reported a position in DBD in Q2 2014 and held it in 15 quarters. The position peaked at $41K in Q3 2014. 197 funds tracked by Wall St. Rank hold DBD as of Q4 2018.

  • Next Financial Group reported no remaining Diebold Nixdorf Incorporated position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 253 Diebold Nixdorf Incorporated shares in Q4 2018, an estimated $1K.
  • Next Financial Group first reported a position in Diebold Nixdorf Incorporated in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's Diebold Nixdorf Incorporated position peaked at $41K in Q3 2014.
  • 197 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.