Patriot Financial Group Insurance Agency’s Diebold Nixdorf Incorporated DBD Stock Holding History

Patriot Financial Group Insurance Agency’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	-433	Closed	-$2K	–	1141
2018 Q3	$2K	Hold	433	–	–	﹤0.01%	877
2018 Q2	$5K	Hold	433	–	–	0.01%	494
2018 Q1	$6K	Hold	433	–	–	﹤0.01%	710
2017 Q4	$8K	Hold	433	–	–	0.01%	639
2017 Q3	$10K	Hold	433	–	–	0.01%	560
2017 Q2	$9K	Hold	433	–	–	0.01%	559
2017 Q1	$12K	Hold	433	–	–	0.01%	468
2016 Q4	$11K	Buy	+433	New	+$10.2K	0.02%	454

Other funds holding DBD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DBD Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2018, closing a stake of 433 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in DBD in Q4 2016 and held it in 8 quarters. The position peaked at $12K in Q1 2017. 197 funds tracked by Wall St. Rank hold DBD as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining Diebold Nixdorf Incorporated position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 433 Diebold Nixdorf Incorporated shares in Q4 2018, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Diebold Nixdorf Incorporated in Q4 2016 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Diebold Nixdorf Incorporated position peaked at $12K in Q1 2017.
197 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.